Capital Investment Advisory Services’s Estee Lauder EL Stock Holding History

Capital Investment Advisory Services’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	–	Sell	-822	Closed	-$239K	–	785
2021 Q1	$239K	Buy	+822	New	+$225K	0.03%	377
2020 Q4	–	Sell	-939	Closed	-$205K	–	704
2020 Q3	$205K	Buy	+939	New	+$193K	0.04%	351
2020 Q2	–	Sell	-2,875	Closed	-$458K	–	585
2020 Q1	$458K	Buy	2,875 +1,373	+91%	+$265K	0.11%	169
2019 Q4	$310K	Hold	1,502	–	–	0.08%	226
2019 Q3	$299K	Hold	1,502	–	–	0.08%	218
2019 Q2	$283K	Buy	+1,502	New	+$257K	0.09%	224

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

Capital Investment Advisory Services's EL Position: Q2 2021 in Review

Capital Investment Advisory Services sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 822 shares — an estimated $239K sold.

Capital Investment Advisory Services first reported a position in EL in Q2 2019 and held it in 6 quarters. The position peaked at $458K in Q1 2020. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Capital Investment Advisory Services reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 822 Estee Lauder shares in Q2 2021, an estimated $239K.
Capital Investment Advisory Services first reported a position in Estee Lauder in Q2 2019 and held it in 6 quarters.
Capital Investment Advisory Services's Estee Lauder position peaked at $458K in Q1 2020.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Capital Investment Advisory Services's 13F filing for Q2 2021, filed 27 Jul 2021.