ECL β€” ECOLAB INC

Ownership history in Foresight Group Ltd Liability Partnership  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Foresight Group Ltd Liability Partnership reported a position in ECOLAB INC (ECL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.6% (2025 Q3)
πŸ“Š Avg. % of fund
4.3%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

Foresight Group Ltd Liability Partnership Γ— ECL AI Analytics

πŸ“‰ Foresight Group Ltd Liability Partnership underperformed the S&P 500 by –22.7% annually on this ECL position. Timing score: 67% (2/3 decisions correct). Average cost basis: $250.92. Maximum drawdown during holding period: –3.9%.

πŸ“ˆ Position Alpha vs SPY
-22.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 22.7% ann.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$250.92
+4.3% vs current ($261.82)

Best entry: $250.92 (2025 Q1)  Β·  Worst: $250.92 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–3.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
25%
buy-side decisions

1 add Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Foresight Group Ltd Liability Partnership has been actively increasing its ECL allocation β€” a bullish signal from insiders.
Currently 4.19% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ECL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 105,402 -7,104 -6.3% 4.19% $27.9M $261.82
2025 Q3 REDUCED 112,506 -994 -0.9% 4.60% $30.8M $272.36
2025 Q2 REDUCED 113,500 -16,218 -12.5% 4.34% $30.6M $267.32
2025 Q1 INITIATED 129,718 β€” β€” 4.08% $25.5M $250.92
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