Paragon Wealth Strategies’s Estee Lauder EL Stock Holding History

Paragon Wealth Strategies’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	-9	Closed	-$3K	–	114
2021 Q2	$3K	Buy	+9	New	+$2.73K	﹤0.01%	252

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

Paragon Wealth Strategies's EL Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 9 shares — an estimated $3K sold.

Paragon Wealth Strategies first reported a position in EL in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 1,171 funds tracked by Wall St. Rank hold EL as of Q3 2021.

Paragon Wealth Strategies reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 9 Estee Lauder shares in Q3 2021, an estimated $3K.
Paragon Wealth Strategies first reported a position in Estee Lauder in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's Estee Lauder position peaked at $3K in Q2 2021.
1,171 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.