AWA
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Arete Wealth Advisors’s Estee Lauder EL Stock Holding History

Arete Wealth Advisors’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
-1,134
Closed -$248K – 415
2020
Q3 		$248K Sell
1,134
-299
-21% -$61.5K 0.04% 319
2020
Q2 		$270K Sell
1,433
-655
-31% -$117K 0.05% 307
2020
Q1 		$333K Sell
2,088
-62
-3% -$12K 0.07% 235
2019
Q4 		$444K Hold
2,150
– – 0.08% 248
2019
Q3 		$428K Buy
+2,150
New +$411K 0.08% 237

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

Arete Wealth Advisors's EL Position: Q4 2020 in Review

Arete Wealth Advisors sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 1,134 shares — an estimated $248K sold.

Arete Wealth Advisors first reported a position in EL in Q3 2019 and held it in 5 quarters. The position peaked at $444K in Q4 2019. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • Arete Wealth Advisors reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,134 Estee Lauder shares in Q4 2020, an estimated $248K.
  • Arete Wealth Advisors first reported a position in Estee Lauder in Q3 2019 and held it in 5 quarters.
  • Arete Wealth Advisors's Estee Lauder position peaked at $444K in Q4 2019.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Arete Wealth Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.