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Bel Air Investment Advisors’s Estee Lauder EL Stock Holding History

Bel Air Investment 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
2021
Q2 		$242K Sell
762
-1,093
-59% -$331K 0.01% 344
2021
Q1 		$540K Buy
+1,855
New +$508K 0.02% 254

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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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's EL Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Estee Lauder (EL) stake by 59% in Q2 2021, selling an estimated $331K and leaving 762 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #344.

Bel Air Investment Advisors first reported a position in EL in Q1 2021 and has held it in 2 quarters since. The position peaked at $540K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • Bel Air Investment Advisors held 762 shares of Estee Lauder worth $242K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,093 Estee Lauder shares in Q2 2021, an estimated $331K.
  • Estee Lauder made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #344 holding.
  • Bel Air Investment Advisors first reported a position in Estee Lauder in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Estee Lauder position peaked at $540K in Q1 2021.
  • 1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.