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MPS Loria Financial Planners’s Estee Lauder EL Stock Holding History

MPS Loria Financial Planners’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
-18
Closed -$5K – 246
2021
Q1 		$5K Hold
18
– – ﹤0.01% 344
2020
Q4 		$5K Buy
+18
New +$4.33K ﹤0.01% 362

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's EL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 18 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in EL in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 18 Estee Lauder shares in Q2 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in Estee Lauder in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Estee Lauder position peaked at $5K in Q1 2021.
  • 1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.