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Walled Lake Planning & Wealth Management’s Ecolab ECL Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed -$4K – 325
2020
Q3 		$4K Hold
20
– – ﹤0.01% 261
2020
Q2 		$4K Sell
20
-20
-50% -$3.87K ﹤0.01% 252
2020
Q1 		$6K Hold
40
– – 0.01% 216
2019
Q4 		$8K Buy
+40
New +$7.59K 0.01% 212

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ECL Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Ecolab (ECL) in Q4 2020, closing a stake of 20 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in ECL in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold ECL as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Ecolab position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 20 Ecolab shares in Q4 2020, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Ecolab in Q4 2019 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Ecolab position peaked at $8K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held Ecolab as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.