Gries Financial’s Estee Lauder EL Stock Holding History

Gries Financial’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	-837	Closed	-$251K	–	165
2021 Q3	$251K	Hold	837	–	–	0.08%	146
2021 Q2	$273K	Hold	837	–	–	0.09%	138
2021 Q1	$244K	Buy	+837	New	+$229K	0.08%	150

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gries Financial's EL Position: Q4 2021 in Review

Gries Financial sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 837 shares — an estimated $251K sold.

Gries Financial first reported a position in EL in Q1 2021 and held it in 3 quarters. The position peaked at $273K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Gries Financial reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Gries Financial sold 837 Estee Lauder shares in Q4 2021, an estimated $251K.
Gries Financial first reported a position in Estee Lauder in Q1 2021 and held it in 3 quarters.
Gries Financial's Estee Lauder position peaked at $273K in Q2 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Gries Financial's 13F filing for Q4 2021, filed 2 Feb 2022.