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Meritage Portfolio Management’s Estee Lauder EL Stock Holding History

Meritage Portfolio 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
2020
Q3 		– Sell
-31,522
Closed -$5.95M – 229
2020
Q2 		$5.95M Buy
+31,522
New +$5.63M 0.57% 46

Other funds holding EL

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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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meritage Portfolio Management's EL Position: Q3 2020 in Review

Meritage Portfolio Management sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 31,522 shares — an estimated $5.95M sold.

Meritage Portfolio Management first reported a position in EL in Q2 2020 and held it in 1 quarter. The position peaked at $5.95M in Q2 2020. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

  • Meritage Portfolio Management reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 31,522 Estee Lauder shares in Q3 2020, an estimated $5.95M.
  • Meritage Portfolio Management first reported a position in Estee Lauder in Q2 2020 and held it in 1 quarter.
  • Meritage Portfolio Management's Estee Lauder position peaked at $5.95M in Q2 2020.
  • 976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Meritage Portfolio Management's 13F filing for Q3 2020, filed 26 Oct 2020.