Greystone Financial Group’s Estee Lauder EL Stock Holding History

Greystone Financial Group’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 Q2	–	Sell	-2,726	Closed	-$804K	–	88
2021 Q1	$804K	Buy	+2,726	New	+$746K	0.2%	75

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greystone Financial Group's EL Position: Q2 2021 in Review

Greystone Financial Group sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 2,726 shares — an estimated $804K sold.

Greystone Financial Group first reported a position in EL in Q1 2021 and held it in 1 quarter. The position peaked at $804K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Greystone Financial Group reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Greystone Financial Group sold 2,726 Estee Lauder shares in Q2 2021, an estimated $804K.
Greystone Financial Group first reported a position in Estee Lauder in Q1 2021 and held it in 1 quarter.
Greystone Financial Group's Estee Lauder position peaked at $804K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Greystone Financial Group's 13F filing for Q2 2021, filed 13 Aug 2021.