Badgley, Phelps & Bell’s Estee Lauder EL Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$16M	Buy	50,300 +1,770	+4%	+$537K	0.59%	57
2021 Q1	$14.1M	Sell	48,530 -1,437	-3%	-$393K	0.59%	61
2020 Q4	$13.3M	Sell	49,967 -366	-0.7%	-$88.1K	0.58%	67
2020 Q3	$11M	Buy	50,333 +238	+0.5%	+$49K	0.54%	70
2020 Q2	$9.45M	Sell	50,095 -427	-0.8%	-$76.3K	0.52%	75
2020 Q1	$8.05M	Sell	50,522 -1,307	-3%	-$252K	0.53%	71
2019 Q4	$10.7M	Buy	51,829 +91	+0.2%	+$17.7K	0.56%	75
2019 Q3	$10.3M	Buy	51,738 +1,043	+2%	+$199K	0.59%	71
2019 Q2	$9.28M	Buy	50,695 +42	+0.1%	+$7.18K	0.54%	76
2019 Q1	$8.39M	Buy	50,653 +4,234	+9%	+$622K	0.51%	81
2018 Q4	$6.04M	Sell	46,419 -7,663	-14%	-$1.04M	0.44%	85
2018 Q3	$7.86M	Sell	54,082 -527	-1%	-$73.2K	0.48%	91
2018 Q2	$7.79M	Buy	54,609 +1,589	+3%	+$235K	0.51%	86
2018 Q1	$7.94M	Buy	+53,020	New	+$7.34M	0.53%	88

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley, Phelps & Bell's EL Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Estee Lauder (EL) stake by 3.6% in Q2 2021, buying an estimated $537K and bringing the position to 50,300 shares worth $16M. The position accounts for 0.59% of the portfolio, ranked #57.

Badgley, Phelps & Bell first reported a position in EL in Q1 2018 and has held it in 14 quarters since. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Badgley, Phelps & Bell held 50,300 shares of Estee Lauder worth $16M as of Q2 2021.
Badgley, Phelps & Bell bought 1,770 Estee Lauder shares in Q2 2021, an estimated $537K.
Estee Lauder made up 0.59% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #57 holding.
Badgley, Phelps & Bell first reported a position in Estee Lauder in Q1 2018 and has held it in 14 quarters since.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.