LWM
EL icon

Liberty Wealth Management’s Estee Lauder EL Stock Holding History

Liberty Wealth 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
Q1 		– Sell
-1
Closed – – 960
2020
Q4 		$0 Buy
+1
New +$241 ﹤0.01% 977
2020
Q2 		– Sell
-363
Closed -$58K – 884
2020
Q1 		$58K Buy
363
+5
+1% +$965 0.05% 200
2019
Q4 		$74K Sell
358
-178
-33% -$34.6K 0.06% 194
2019
Q3 		$107K Sell
536
-178
-25% -$34K 0.1% 141
2019
Q2 		$131K Sell
714
-24
-3% -$4.1K 0.11% 138
2019
Q1 		$122K Sell
738
-4
-0.5% -$587 0.09% 118
2018
Q4 		$96K Buy
+742
New +$101K 0.07% 134

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

Liberty Wealth Management's EL Position: Q1 2021 in Review

Liberty Wealth Management sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in EL in Q4 2018 and held it in 7 quarters. The position peaked at $131K in Q2 2019. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Liberty Wealth Management reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1 Estee Lauder share in Q1 2021.
  • Liberty Wealth Management first reported a position in Estee Lauder in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Estee Lauder position peaked at $131K in Q2 2019.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Liberty Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.