APW
EL icon

Acima Private Wealth’s Estee Lauder EL Stock Holding History

Acima Private Wealth’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$22K – 238
2020
Q3 		$22K Sell
100
-54
-35% -$11.1K 0.01% 176
2020
Q2 		$29K Hold
154
– – 0.02% 182
2020
Q1 		$25K Hold
154
– – 0.02% 193
2019
Q4 		$32K Hold
154
– – 0.02% 206
2019
Q3 		$30K Buy
154
+100
+185% +$19.1K 0.02% 204
2019
Q2 		$10K Hold
54
– – 0.01% 208
2019
Q1 		$9K Buy
54
+34
+170% +$4.99K 0.01% 209
2018
Q4 		$3K Buy
+20
New +$2.72K ﹤0.01% 240

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acima Private Wealth's EL Position: Q4 2020 in Review

Acima Private Wealth sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 100 shares — an estimated $22K sold.

Acima Private Wealth first reported a position in EL in Q4 2018 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • Acima Private Wealth reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
  • Acima Private Wealth sold 100 Estee Lauder shares in Q4 2020, an estimated $22K.
  • Acima Private Wealth first reported a position in Estee Lauder in Q4 2018 and held it in 8 quarters.
  • Acima Private Wealth's Estee Lauder position peaked at $32K in Q4 2019.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Acima Private Wealth's 13F filing for Q4 2020, filed 14 May 2021.