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WealthPLAN Partners’s Ecolab ECL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-55
Closed -$10.3K – 518
2023
Q2 		$10.3K Hold
55
– – ﹤0.01% 791
2023
Q1 		$9.1K Buy
+55
New +$8.57K ﹤0.01% 882
2016
Q3 		– Sell
-36
Closed -$2.14K – 984
2016
Q2 		$2.14K Buy
+36
New +$4.2K ﹤0.01% 2223
2015
Q4 		$3.09K Buy
+81
New +$9.53K ﹤0.01% 1437
2015
Q2 		$3K Sell
23
-11
-32% -$1.26K ﹤0.01% 361
2015
Q1 		$3K Buy
+34
New +$3.73K ﹤0.01% 458

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return