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Eudaimonia Partners’s Estee Lauder EL Stock Holding History

Eudaimonia 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
2021
Q3 		– Sell
-650
Closed -$207K – 393
2021
Q2 		$207K Sell
650
-10
-2% -$3.03K 0.04% 368
2021
Q1 		$192K Hold
660
– – 0.04% 335
2020
Q4 		$176K Sell
660
-18
-3% -$4.33K 0.04% 333
2020
Q3 		$148K Sell
678
-34
-5% -$7K 0.04% 328
2020
Q2 		$134K Sell
712
-417
-37% -$74.5K 0.05% 294
2020
Q1 		$180K Buy
1,129
+988
+701% +$191K 0.08% 231
2019
Q4 		$29K Buy
+141
New +$27.4K 0.01% 611

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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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eudaimonia Partners's EL Position: Q3 2021 in Review

Eudaimonia Partners sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 650 shares — an estimated $207K sold.

Eudaimonia Partners first reported a position in EL in Q4 2019 and held it in 7 quarters. The position peaked at $207K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold EL as of Q3 2021.

  • Eudaimonia Partners reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 650 Estee Lauder shares in Q3 2021, an estimated $207K.
  • Eudaimonia Partners first reported a position in Estee Lauder in Q4 2019 and held it in 7 quarters.
  • Eudaimonia Partners's Estee Lauder position peaked at $207K in Q2 2021.
  • 1,171 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Eudaimonia Partners's 13F filing for Q3 2021, filed 25 Oct 2021.