Enlightenment Research’s Estee Lauder EL Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-1,200	Closed	-$360K	–	154
2021 Q3	$360K	Buy	+1,200	New	+$392K	0.44%	82
2021 Q2	–	Sell	-2,162	Closed	-$629K	–	157
2021 Q1	$629K	Buy	+2,162	New	+$592K	0.75%	37
2020 Q2	–	Sell	-3,900	Closed	-$716K	–	127
2020 Q1	$716K	Buy	+3,900	New	+$753K	0.76%	24
2019 Q3	–	Sell	-7,500	Closed	-$1.27M	–	152
2019 Q2	$1.27M	Buy	+7,500	New	+$1.28M	0.65%	31
2019 Q1	–	Sell	-1,000	Closed	-$130K	–	268
2018 Q4	$130K	Buy	+1,000	New	+$136K	0.16%	133

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

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

Enlightenment Research's EL Position: Q4 2021 in Review

Enlightenment Research sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 1,200 shares — an estimated $360K sold.

Enlightenment Research first reported a position in EL in Q4 2018 and held it in 5 quarters. The position peaked at $1.27M in Q2 2019. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Enlightenment Research reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Enlightenment Research sold 1,200 Estee Lauder shares in Q4 2021, an estimated $360K.
Enlightenment Research first reported a position in Estee Lauder in Q4 2018 and held it in 5 quarters.
Enlightenment Research's Estee Lauder position peaked at $1.27M in Q2 2019.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.