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Hillsdale Investment Management’s Estee Lauder EL Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-1,940
Closed -$582K – 574
2021
Q3 		$582K Hold
1,940
– – 0.04% 368
2021
Q2 		$617K Buy
+1,940
New +$588K 0.05% 335

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State Street
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
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Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hillsdale Investment Management's EL Position: Q4 2021 in Review

Hillsdale Investment Management sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 1,940 shares — an estimated $582K sold.

Hillsdale Investment Management first reported a position in EL in Q2 2021 and held it in 2 quarters. The position peaked at $617K in Q2 2021. 1,259 funds tracked by Wall St. Rank hold EL as of Q4 2021.

  • Hillsdale Investment Management reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,940 Estee Lauder shares in Q4 2021, an estimated $582K.
  • Hillsdale Investment Management first reported a position in Estee Lauder in Q2 2021 and held it in 2 quarters.
  • Hillsdale Investment Management's Estee Lauder position peaked at $617K in Q2 2021.
  • 1,259 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Hillsdale Investment Management's 13F filing for Q4 2021, filed 7 Feb 2022.