Whalen Wealth Management’s Ecolab ECL Stock Holding History

Whalen 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
2024 Q1	–	Sell	-2,124	Closed	-$421K	–	131
2023 Q4	$421K	Buy	+2,124	New	+$382K	0.38%	67

Other funds holding ECL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's ECL Position: Q1 2024 in Review

Whalen Wealth Management sold out of Ecolab (ECL) in Q1 2024, closing a stake of 2,124 shares — an estimated $421K sold.

Whalen Wealth Management first reported a position in ECL in Q4 2023 and held it in 1 quarter. The position peaked at $421K in Q4 2023. 1,423 funds tracked by Wall St. Rank hold ECL as of Q1 2024.

Whalen Wealth Management reported no remaining Ecolab position as of Q1 2024 after selling out during the quarter.
Whalen Wealth Management sold 2,124 Ecolab shares in Q1 2024, an estimated $421K.
Whalen Wealth Management first reported a position in Ecolab in Q4 2023 and held it in 1 quarter.
Whalen Wealth Management's Ecolab position peaked at $421K in Q4 2023.
1,423 funds tracked by Wall St. Rank held Ecolab as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.