EWP
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Engrave Wealth Partners’s Estee Lauder EL Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-50
Closed -$9K – 170
2020
Q2 		$9K Hold
50
– – 0.01% 255
2020
Q1 		$7K Hold
50
– – 0.01% 231
2019
Q4 		$10K Buy
+50
New +$9.71K 0.01% 297

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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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's EL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 50 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in EL in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 50 Estee Lauder shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in Estee Lauder in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Estee Lauder position peaked at $10K in Q4 2019.
  • 976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.