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Forvis Mazars Wealth Advisors’s Estee Lauder EL Stock Holding History

Forvis Mazars 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
Q1 		– Sell
-992
Closed -$264K – 306
2020
Q4 		$264K Buy
992
+50
+5% +$12K 0.01% 307
2020
Q3 		$206K Buy
+942
New +$194K 0.01% 313

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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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

Forvis Mazars Wealth Advisors's EL Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 992 shares — an estimated $264K sold.

Forvis Mazars Wealth Advisors first reported a position in EL in Q3 2020 and held it in 2 quarters. The position peaked at $264K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 992 Estee Lauder shares in Q1 2021, an estimated $264K.
  • Forvis Mazars Wealth Advisors first reported a position in Estee Lauder in Q3 2020 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Estee Lauder position peaked at $264K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.