Berman Capital Advisors’s Estee Lauder EL Stock Holding History

Berman Capital 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 Q3	$217K	Buy	727 +92	+14%	+$30.1K	0.03%	249
2021 Q2	$201K	Buy	635 +120	+23%	+$36.4K	0.03%	235
2021 Q1	$149K	Buy	515 +126	+32%	+$34.5K	0.03%	230
2020 Q4	$103K	Buy	389 +74	+23%	+$17.8K	0.02%	243
2020 Q3	$68K	Sell	315 -6	-2%	-$1.24K	0.02%	278
2020 Q2	$59K	Buy	321 +30	+10%	+$5.36K	0.02%	296
2020 Q1	$45K	Buy	291 +48	+20%	+$9.26K	0.01%	311
2019 Q4	$50K	Hold	243	–	–	0.01%	322
2019 Q3	$48K	Hold	243	–	–	0.02%	311
2019 Q2	$44K	Buy	243 +63	+35%	+$10.8K	0.01%	324
2019 Q1	$29K	Buy	180 +35	+24%	+$5.14K	0.01%	368
2018 Q4	$18K	Buy	+145	New	+$19.7K	0.01%	401

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 $167B AUM 44.17% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's EL Position: Q3 2021 in Review

Berman Capital Advisors increased its Estee Lauder (EL) stake by 14% in Q3 2021, buying an estimated $30.1K and bringing the position to 727 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #249.

Berman Capital Advisors first reported a position in EL in Q4 2018 and has held it in 12 quarters since. 1,172 funds tracked by Wall St. Rank hold EL as of Q3 2021.

Berman Capital Advisors held 727 shares of Estee Lauder worth $217K as of Q3 2021.
Berman Capital Advisors bought 92 Estee Lauder shares in Q3 2021, an estimated $30.1K.
Estee Lauder made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #249 holding.
Berman Capital Advisors first reported a position in Estee Lauder in Q4 2018 and has held it in 12 quarters since.
1,172 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.