GVO Asset Management’s Estee Lauder EL Stock Holding History

GVO Asset Management’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 Q3	–	Sell	-324	Closed	-$103K	–	27
2021 Q2	$103K	Hold	324	–	–	0.09%	45
2021 Q1	$94K	Buy	+324	New	+$88.7K	0.09%	43

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

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

GVO Asset Management's EL Position: Q3 2021 in Review

GVO Asset Management sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 324 shares — an estimated $103K sold.

GVO Asset Management first reported a position in EL in Q1 2021 and held it in 2 quarters. The position peaked at $103K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold EL as of Q3 2021.

GVO Asset Management reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
GVO Asset Management sold 324 Estee Lauder shares in Q3 2021, an estimated $103K.
GVO Asset Management first reported a position in Estee Lauder in Q1 2021 and held it in 2 quarters.
GVO Asset Management's Estee Lauder position peaked at $103K in Q2 2021.
1,171 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on GVO Asset Management's 13F filing for Q3 2021, filed 20 Oct 2021.