Advisory Alpha’s Estee Lauder EL Stock Holding History

Advisory Alpha’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	-39	Closed	-$9K	–	249
2020 Q3	$9K	Buy	+39	New	+$8.03K	﹤0.01%	440
2020 Q2	–	Sell	-39	Closed	-$6.35K	–	226
2020 Q1	$6.35K	Hold	39	–	–	﹤0.01%	460
2019 Q4	$8.32K	Sell	39 -10	-20%	-$1.94K	﹤0.01%	516
2019 Q3	$9.36K	Buy	+49	New	+$9.37K	﹤0.01%	465
2019 Q2	–	Sell	-4	Closed	-$661	–	259
2019 Q1	$661	Buy	+4	New	+$587	﹤0.01%	628

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Alpha's EL Position: Q4 2020 in Review

Advisory Alpha sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 39 shares — an estimated $9K sold.

Advisory Alpha first reported a position in EL in Q1 2019 and held it in 5 quarters. The position peaked at $9.36K in Q3 2019. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Advisory Alpha reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 39 Estee Lauder shares in Q4 2020, an estimated $9K.
Advisory Alpha first reported a position in Estee Lauder in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Estee Lauder position peaked at $9.36K in Q3 2019.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.