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YorkBridge Wealth Partners’s Ecolab ECL Stock Holding History

YorkBridge Wealth 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
2022
Q3 		– Sell
-2,938
Closed -$452K – 282
2022
Q2 		$452K Sell
2,938
-1,224
-29% -$203K 0.12% 133
2022
Q1 		$735K Buy
4,162
+132
+3% +$24.8K 0.16% 109
2021
Q4 		$945K Sell
4,030
-260
-6% -$58.8K 0.21% 86
2021
Q3 		$895K Buy
4,290
+136
+3% +$29.8K 0.23% 87
2021
Q2 		$856K Buy
4,154
+170
+4% +$36.9K 0.22% 87
2021
Q1 		$853K Buy
3,984
+773
+24% +$164K 0.25% 78
2020
Q4 		$695K Buy
3,211
+192
+6% +$40.1K 0.23% 86
2020
Q3 		$603K Buy
3,019
+152
+5% +$30.4K 0.25% 82
2020
Q2 		$570K Sell
2,867
-55
-2% -$10.6K 0.26% 82
2020
Q1 		$455K Buy
2,922
+306
+12% +$57.5K 0.28% 86
2019
Q4 		$505K Buy
2,616
+105
+4% +$19.9K 0.23% 103
2019
Q3 		$497K Sell
2,511
-72
-3% -$14.4K 0.25% 96
2019
Q2 		$510K Sell
2,583
-279
-10% -$51.9K 0.23% 93
2019
Q1 		$505K Sell
2,862
-118
-4% -$19.2K 0.23% 95
2018
Q4 		$439K Buy
2,980
+2
+0.1% +$305 0.23% 100
2018
Q3 		$469K Sell
2,978
-87
-3% -$12.9K 0.21% 105
2018
Q2 		$430K Buy
3,065
+148
+5% +$21.3K 0.19% 113
2018
Q1 		$412K Buy
2,917
+148
+5% +$19.9K 0.19% 111
2017
Q4 		$366K Buy
2,769
+472
+21% +$62.8K 0.18% 121
2017
Q3 		$295K Sell
2,297
-31
-1% -$4.08K 0.15% 132
2017
Q2 		$309K Sell
2,328
-4
-0.2% -$517 0.16% 126
2017
Q1 		$292K Buy
2,332
+88
+4% +$10.8K 0.15% 132
2016
Q4 		$262K Buy
+2,244
New +$263K 0.15% 130

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's ECL Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Ecolab (ECL) in Q3 2022, closing a stake of 2,938 shares — an estimated $452K sold.

YorkBridge Wealth Partners first reported a position in ECL in Q4 2016 and held it in 23 quarters. The position peaked at $945K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold ECL as of Q3 2022.

  • YorkBridge Wealth Partners reported no remaining Ecolab position as of Q3 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,938 Ecolab shares in Q3 2022, an estimated $452K.
  • YorkBridge Wealth Partners first reported a position in Ecolab in Q4 2016 and held it in 23 quarters.
  • YorkBridge Wealth Partners's Ecolab position peaked at $945K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Ecolab as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.