Ownership history in VAN STRUM & TOWNE INC. Β· 69 quarters on record
This page tracks every 13F SEC filing in which VAN STRUM & TOWNE INC. reported a position in Ecolab Inc COM (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 VAN STRUM & TOWNE INC. underperformed the S&P 500 by β0.2% annually on this ECL position. Timing score: 45% (30/66 decisions correct). Average cost basis: $42.02. Maximum drawdown during holding period: β37.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
68 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
30 of 66 add/trim decisions correct
Best entry: $28.57 (2009 Q1) Β· Worst: $223.48 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 42 trims. Bought during 9 of 23 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.44% 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