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Avantax Planning Partners’s Estee Lauder EL Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-2,332
Closed -$372K – 282
2020
Q1 		$372K Buy
2,332
+897
+63% +$173K 0.03% 184
2019
Q4 		$296K Sell
1,435
-69
-5% -$13.4K 0.02% 234
2019
Q3 		$299K Buy
1,504
+12
+0.8% +$2.29K 0.02% 234
2019
Q2 		$276K Sell
1,492
-34
-2% -$5.81K 0.02% 241
2019
Q1 		$253K Buy
+1,526
New +$224K 0.02% 252
2018
Q4 		– Sell
-996
Closed -$145K – 528
2018
Q3 		$145K Buy
+996
New +$138K 0.01% 277
2018
Q2 		– Sell
-1,182
Closed -$176K – 566
2018
Q1 		$176K Buy
+1,182
New +$164K 0.02% 315

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's EL Position: Q2 2020 in Review

Avantax Planning Partners sold out of Estee Lauder (EL) in Q2 2020, closing a stake of 2,332 shares — an estimated $372K sold.

Avantax Planning Partners first reported a position in EL in Q1 2018 and held it in 7 quarters. The position peaked at $372K in Q1 2020. 956 funds tracked by Wall St. Rank hold EL as of Q2 2020.

  • Avantax Planning Partners reported no remaining Estee Lauder position as of Q2 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 2,332 Estee Lauder shares in Q2 2020, an estimated $372K.
  • Avantax Planning Partners first reported a position in Estee Lauder in Q1 2018 and held it in 7 quarters.
  • Avantax Planning Partners's Estee Lauder position peaked at $372K in Q1 2020.
  • 956 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on Avantax Planning Partners's 13F filing for Q2 2020, filed 15 Jul 2020.