Meridian Wealth Partners’s Estee Lauder EL Stock Holding History

Meridian Wealth 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 Q2	–	Sell	-44	Closed	-$13K	–	438
2021 Q1	$13K	Buy	+44	New	+$12K	﹤0.01%	383

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Partners's EL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 44 shares — an estimated $13K sold.

Meridian Wealth Partners first reported a position in EL in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Meridian Wealth Partners reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 44 Estee Lauder shares in Q2 2021, an estimated $13K.
Meridian Wealth Partners first reported a position in Estee Lauder in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Estee Lauder position peaked at $13K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.