XWM
ECL icon

Xcel Wealth Management’s Ecolab ECL Stock Holding History

Xcel 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
2022
Q2 		– Sell
-1,430
Closed -$252K – 129
2022
Q1 		$252K Sell
1,430
-1,225
-46% -$230K 0.07% 126
2021
Q4 		$623K Sell
2,655
-50
-2% -$11.3K 0.16% 91
2021
Q3 		$564K Hold
2,705
– – 0.16% 91
2021
Q2 		$557K Buy
2,705
+200
+8% +$43.5K 0.17% 91
2021
Q1 		$536K Buy
2,505
+225
+10% +$47.9K 0.19% 85
2020
Q4 		$493K Buy
2,280
+100
+5% +$20.9K 0.21% 78
2020
Q3 		$435K Hold
2,180
– – 0.22% 77
2020
Q2 		$433K Buy
+2,180
New +$422K 0.27% 70

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Xcel Wealth Management's ECL Position: Q2 2022 in Review

Xcel Wealth Management sold out of Ecolab (ECL) in Q2 2022, closing a stake of 1,430 shares — an estimated $252K sold.

Xcel Wealth Management first reported a position in ECL in Q2 2020 and held it in 8 quarters. The position peaked at $623K in Q4 2021. 1,211 funds tracked by Wall St. Rank hold ECL as of Q2 2022.

  • Xcel Wealth Management reported no remaining Ecolab position as of Q2 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 1,430 Ecolab shares in Q2 2022, an estimated $252K.
  • Xcel Wealth Management first reported a position in Ecolab in Q2 2020 and held it in 8 quarters.
  • Xcel Wealth Management's Ecolab position peaked at $623K in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Ecolab as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.