EWA
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Evolution Wealth Advisors’s Estee Lauder EL Stock Holding History

Evolution Wealth Advisors’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
-166
Closed -$50K – 299
2021
Q3 		$50K Buy
166
+88
+113% +$28.7K 0.01% 209
2021
Q2 		$25K Sell
78
-28
-26% -$8.49K 0.01% 278
2021
Q1 		$31K Buy
106
+36
+51% +$9.86K 0.01% 242
2020
Q4 		$19K Sell
70
-1
-1% -$241 ﹤0.01% 272
2020
Q3 		$15K Buy
71
+45
+173% +$9.26K ﹤0.01% 302
2020
Q2 		$5K Buy
+26
New +$4.65K ﹤0.01% 366
2020
Q1 		– Sell
-30
Closed -$6K – 406
2019
Q4 		$6K Buy
30
+4
+15% +$777 ﹤0.01% 368
2019
Q3 		$5K Hold
26
– – ﹤0.01% 269
2019
Q2 		$5K Buy
+26
New +$4.44K ﹤0.01% 262

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
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
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

Evolution Wealth Advisors's EL Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 166 shares — an estimated $50K sold.

Evolution Wealth Advisors first reported a position in EL in Q2 2019 and held it in 9 quarters. The position peaked at $50K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 166 Estee Lauder shares in Q4 2021, an estimated $50K.
  • Evolution Wealth Advisors first reported a position in Estee Lauder in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Estee Lauder position peaked at $50K in Q3 2021.
  • 1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.