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Columbia Asset Management’s Estee Lauder EL Stock Holding History

Columbia Asset Management’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
Q1 		– Sell
-1,758
Closed -$468K – 181
2020
Q4 		$468K Sell
1,758
-205
-10% -$49.3K 0.09% 126
2020
Q3 		$428K Buy
+1,963
New +$404K 0.1% 117

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Columbia Asset Management's EL Position: Q1 2021 in Review

Columbia Asset Management sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 1,758 shares — an estimated $468K sold.

Columbia Asset Management first reported a position in EL in Q3 2020 and held it in 2 quarters. The position peaked at $468K in Q4 2020. 1,131 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Columbia Asset Management reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Columbia Asset Management sold 1,758 Estee Lauder shares in Q1 2021, an estimated $468K.
  • Columbia Asset Management first reported a position in Estee Lauder in Q3 2020 and held it in 2 quarters.
  • Columbia Asset Management's Estee Lauder position peaked at $468K in Q4 2020.
  • 1,131 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Columbia Asset Management's 13F filing for Q1 2021, filed 28 May 2021.