J.W. Cole Advisors’s Estee Lauder EL Stock Holding History

J.W. Cole Advisors’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
2020 Q4	–	Sell	-1,501	Closed	-$328K	–	699
2020 Q3	$328K	Buy	+1,501	New	+$309K	0.03%	519

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Cole Advisors's EL Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 1,501 shares — an estimated $328K sold.

J.W. Cole Advisors first reported a position in EL in Q3 2020 and held it in 1 quarter. The position peaked at $328K in Q3 2020. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

J.W. Cole Advisors reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 1,501 Estee Lauder shares in Q4 2020, an estimated $328K.
J.W. Cole Advisors first reported a position in Estee Lauder in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Estee Lauder position peaked at $328K in Q3 2020.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.