O'Neil Global Advisors’s Estee Lauder EL Stock Holding History

O'Neil Global Advisors’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	–	Sell	-3,900	Closed	-$1.24M	–	91
2021 Q2	$1.24M	Buy	+3,900	New	+$1.18M	0.39%	32

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

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

O'Neil Global Advisors's EL Position: Q3 2021 in Review

O'Neil Global Advisors sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 3,900 shares — an estimated $1.24M sold.

O'Neil Global Advisors first reported a position in EL in Q2 2021 and held it in 1 quarter. The position peaked at $1.24M in Q2 2021. 1,171 funds tracked by Wall St. Rank hold EL as of Q3 2021.

O'Neil Global Advisors reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
O'Neil Global Advisors sold 3,900 Estee Lauder shares in Q3 2021, an estimated $1.24M.
O'Neil Global Advisors first reported a position in Estee Lauder in Q2 2021 and held it in 1 quarter.
O'Neil Global Advisors's Estee Lauder position peaked at $1.24M in Q2 2021.
1,171 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on O'Neil Global Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.