FormulaFolio Investments’s Estee Lauder EL Stock Holding History

FormulaFolio Investments’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	–	Sell	-2,184	Closed	-$581K	–	551
2020 Q4	$581K	Buy	+2,184	New	+$525K	0.01%	417

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

FormulaFolio Investments's EL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 2,184 shares — an estimated $581K sold.

FormulaFolio Investments first reported a position in EL in Q4 2020 and held it in 1 quarter. The position peaked at $581K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

FormulaFolio Investments reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,184 Estee Lauder shares in Q1 2021, an estimated $581K.
FormulaFolio Investments first reported a position in Estee Lauder in Q4 2020 and held it in 1 quarter.
FormulaFolio Investments's Estee Lauder position peaked at $581K in Q4 2020.
1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.