Pallas Capital Advisors’s Estee Lauder EL Stock Holding History

Pallas Capital 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 Q4	–	Sell	-667	Closed	-$227K	–	364
2021 Q3	$227K	Sell	667 -1,166	-64%	-$381K	0.02%	348
2021 Q2	$597K	Buy	+1,833	New	+$556K	0.08%	169

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

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

Jennison Associates New York $145B AUM 34.61% 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

Pallas Capital Advisors's EL Position: Q4 2021 in Review

Pallas Capital Advisors sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 667 shares — an estimated $227K sold.

Pallas Capital Advisors first reported a position in EL in Q2 2021 and held it in 2 quarters. The position peaked at $597K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Pallas Capital Advisors reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Pallas Capital Advisors sold 667 Estee Lauder shares in Q4 2021, an estimated $227K.
Pallas Capital Advisors first reported a position in Estee Lauder in Q2 2021 and held it in 2 quarters.
Pallas Capital Advisors's Estee Lauder position peaked at $597K in Q2 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Pallas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.