Bellecapital’s Estee Lauder EL Stock Holding History

Bellecapital’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	-2,196	Closed	-$479K	–	184
2020 Q3	$479K	Hold	2,196	–	–	0.22%	84
2020 Q2	$414K	Buy	+2,196	New	+$392K	0.19%	84

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

Bellecapital's EL Position: Q4 2020 in Review

Bellecapital sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 2,196 shares — an estimated $479K sold.

Bellecapital first reported a position in EL in Q2 2020 and held it in 2 quarters. The position peaked at $479K in Q3 2020. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Bellecapital reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Bellecapital sold 2,196 Estee Lauder shares in Q4 2020, an estimated $479K.
Bellecapital first reported a position in Estee Lauder in Q2 2020 and held it in 2 quarters.
Bellecapital's Estee Lauder position peaked at $479K in Q3 2020.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Bellecapital's 13F filing for Q4 2020, filed 14 Jan 2021.