HBC Financial Services’s Estee Lauder EL Stock Holding History

HBC Financial Services’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	-25	Closed	-$7K	–	171
2021 Q3	$7K	Sell	25 -25	-50%	-$8.17K	﹤0.01%	120
2021 Q2	$15K	Buy	+50	New	+$15.2K	0.01%	117

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HBC Financial Services's EL Position: Q4 2021 in Review

HBC Financial Services sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 25 shares — an estimated $7K sold.

HBC Financial Services first reported a position in EL in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 1,259 funds tracked by Wall St. Rank hold EL as of Q4 2021.

HBC Financial Services reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
HBC Financial Services sold 25 Estee Lauder shares in Q4 2021, an estimated $7K.
HBC Financial Services first reported a position in Estee Lauder in Q2 2021 and held it in 2 quarters.
HBC Financial Services's Estee Lauder position peaked at $15K in Q2 2021.
1,259 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on HBC Financial Services's 13F filing for Q4 2021, filed 28 Jan 2022.