CSat Investment Advisory’s Estee Lauder EL Stock Holding History

CSat Investment Advisory’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	$13K	Hold	43	–	–	0.01%	423
2020 Q4	$11K	Sell	43 -1,132	-96%	-$272K	0.01%	418
2020 Q3	$257K	Buy	1,175 +138	+13%	+$28.4K	0.02%	235
2020 Q2	$195K	Sell	1,037 -16	-2%	-$2.86K	0.02%	312
2020 Q1	$168K	Buy	1,053 +370	+54%	+$71.4K	0.04%	266
2019 Q4	$141K	Buy	683 +197	+41%	+$38.3K	0.04%	289
2019 Q3	$97K	Sell	486 -1,792	-79%	-$343K	0.03%	322
2019 Q2	$418K	Buy	2,278 +623	+38%	+$106K	0.15%	109
2019 Q1	$274K	Buy	1,655 +676	+69%	+$99.3K	0.14%	99
2018 Q4	$127K	Buy	979 +116	+13%	+$15.8K	0.08%	126
2018 Q3	$125K	Buy	863 +122	+16%	+$16.9K	0.07%	119
2018 Q2	$106K	Buy	+741	New	+$110K	0.06%	153

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

CSat Investment Advisory's EL Position: Q1 2021 in Review

CSat Investment Advisory held its Estee Lauder (EL) position steady in Q1 2021 at 43 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #423.

CSat Investment Advisory first reported a position in EL in Q2 2018 and has held it in 12 quarters since. The position peaked at $418K in Q2 2019. 1,131 funds tracked by Wall St. Rank hold EL as of Q1 2021.

CSat Investment Advisory held 43 shares of Estee Lauder worth $13K as of Q1 2021.
CSat Investment Advisory left its Estee Lauder share count unchanged in Q1 2021.
Estee Lauder made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #423 holding.
CSat Investment Advisory first reported a position in Estee Lauder in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Estee Lauder position peaked at $418K in Q2 2019.
1,131 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.