Mid Atlantic Financial Management’s Estee Lauder EL Stock Holding History

Mid Atlantic Financial 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 Q3	$719K	Sell	2,397 -20	-0.8%	-$6.53K	0.05%	352
2021 Q2	$769K	Buy	2,417 +236	+11%	+$71.5K	0.05%	331
2021 Q1	$634K	Buy	2,181 +82	+4%	+$22.5K	0.05%	369
2020 Q4	$559K	Buy	2,099 +41	+2%	+$9.86K	0.04%	361
2020 Q3	$507K	Buy	2,058 +161	+8%	+$33.1K	0.04%	351
2020 Q2	$358K	Buy	1,897 +35	+2%	+$6.25K	0.03%	432
2020 Q1	$297K	Buy	+1,862	New	+$359K	0.03%	440

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 $167B AUM 44.17% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mid Atlantic Financial Management's EL Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Estee Lauder (EL) stake by 0.83% in Q3 2021, selling an estimated $6.53K and leaving 2,397 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #352.

Mid Atlantic Financial Management first reported a position in EL in Q1 2020 and has held it in 7 quarters since. The position peaked at $769K in Q2 2021. 1,172 funds tracked by Wall St. Rank hold EL as of Q3 2021.

Mid Atlantic Financial Management held 2,397 shares of Estee Lauder worth $719K as of Q3 2021.
Mid Atlantic Financial Management sold 20 Estee Lauder shares in Q3 2021, an estimated $6.53K.
Estee Lauder made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #352 holding.
Mid Atlantic Financial Management first reported a position in Estee Lauder in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Estee Lauder position peaked at $769K in Q2 2021.
1,172 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.