ECL β€” ECOLAB INC

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.

πŸ” Peak position
0.09% (2018 Q4)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
17

Position Intelligence

IFG Advisory, LLC Γ— ECL AI Analytics

πŸ“‰ IFG Advisory, LLC underperformed the S&P 500 by –8.5% annually on this ECL position. Timing score: 33% (5/15 decisions correct). Average cost basis: $183.89. Maximum drawdown during holding period: –20.9%.

πŸ“ˆ Position Alpha vs SPY
-8.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.5% ann.
15 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct

πŸ’° Entry Quality
$183.89
+48.1% vs current ($272.36)

Best entry: $129.26 (2018 Q2)  Β·  Worst: $202.59 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–20.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
19%
buy-side decisions

3 adds Β· 13 trims. Bought during 1 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 753 β€” 0% 0.01% $206K $272.36
2025 Q2 REDUCED 753 -258 -25.5% 0.01% $203K $267.32
2021 Q2 REDUCED 1,011 -388 -27.7% 0.02% $208K $195.37
2021 Q1 ADDED 1,399 +330 +30.9% 0.04% $299K $202.59
2020 Q4 REDUCED 1,069 -562 -34.5% 0.03% $231K $204.30
2020 Q3 REDUCED 1,631 -18 -1.1% 0.05% $325K $188.29
2020 Q2 REDUCED 1,649 -112 -6.4% 0.06% $328K $187.02
2020 Q1 REDUCED 1,761 -82 -4.4% 0.06% $274K $146.15
2019 Q4 REDUCED 1,843 -38 -2.0% 0.06% $355K $180.53
2019 Q3 REDUCED 1,881 -716 -27.6% 0.07% $372K $184.79
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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