Ownership history in IFG Advisory, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC 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.
π IFG Advisory, LLC underperformed the S&P 500 by β8.5% annually on this ECL position. Timing score: 33% (5/15 decisions correct). Average cost basis: $183.89. Maximum drawdown during holding period: β20.9%.
β Significantly underperformed the S&P 500 by 8.5% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $129.26 (2018 Q2) Β· Worst: $202.59 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 13 trims. Bought during 1 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β 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.
As of 2025 Q4 β sorted by position size