Founders Financial Alliance’s Estee Lauder EL Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-85	Closed	-$20K	–	664
2020 Q3	$20K	Buy	+85	New	+$17.5K	0.01%	577

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's EL Position: Q4 2020 in Review

Founders Financial Alliance sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 85 shares — an estimated $20K sold.

Founders Financial Alliance first reported a position in EL in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Founders Financial Alliance reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 85 Estee Lauder shares in Q4 2020, an estimated $20K.
Founders Financial Alliance first reported a position in Estee Lauder in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Estee Lauder position peaked at $20K in Q3 2020.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.