ICP
EL icon

Interchange Capital Partners’s Estee Lauder EL Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-197
Closed -$52K – 472
2020
Q4 		$52K Buy
+197
New +$47.4K 0.03% 402

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Interchange Capital Partners's EL Position: Q1 2021 in Review

Interchange Capital Partners sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 197 shares — an estimated $52K sold.

Interchange Capital Partners first reported a position in EL in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Interchange Capital Partners reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 197 Estee Lauder shares in Q1 2021, an estimated $52K.
  • Interchange Capital Partners first reported a position in Estee Lauder in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Estee Lauder position peaked at $52K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.