Ownership history in SHEETS SMITH WEALTH MANAGEMENT Β· 57 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in ECOLAB INC COM Common (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 SHEETS SMITH WEALTH MANAGEMENT underperformed the S&P 500 by β1.3% annually on this ECL position. Timing score: 33% (15/45 decisions correct). Average cost basis: $99.17. Maximum drawdown during holding period: β37.8%.
β οΈ Trailed SPY by 1.3% ann. on this position.
55 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 45 add/trim decisions correct
Best entry: $49.38 (2011 Q4) Β· Worst: $251.40 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 32 trims. Bought during 2 of 18 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.23% 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