Price Wealth’s Estee Lauder EL Stock Holding History

Price Wealth’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
2020 Q3	$6K	Sell	29 -262	-90%	-$53.9K	﹤0.01%	325
2020 Q2	$55K	Buy	291 +29	+11%	+$5.18K	0.02%	91
2020 Q1	$42K	Hold	262	–	–	0.02%	110
2019 Q4	$54K	Sell	262 -6	-2%	-$1.17K	0.02%	108
2019 Q3	$53K	Hold	268	–	–	0.02%	112
2019 Q2	$49K	Buy	268 +6	+2%	+$1.02K	0.02%	120
2019 Q1	$43K	Hold	262	–	–	0.02%	98
2018 Q4	$34K	Sell	262 -58	-18%	-$7.88K	0.01%	103
2018 Q3	$47K	Sell	320 -21	-6%	-$2.92K	0.02%	87
2018 Q2	$49K	Buy	341 +21	+7%	+$3.11K	0.02%	111
2018 Q1	$48K	Buy	+320	New	+$44.3K	0.03%	79

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Price Wealth's EL Position: Q3 2020 in Review

Price Wealth reduced its Estee Lauder (EL) stake by 90% in Q3 2020, selling an estimated $53.9K and leaving 29 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Price Wealth first reported a position in EL in Q1 2018 and has held it in 11 quarters since. The position peaked at $55K in Q2 2020. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

Price Wealth held 29 shares of Estee Lauder worth $6K as of Q3 2020.
Price Wealth sold 262 Estee Lauder shares in Q3 2020, an estimated $53.9K.
Estee Lauder made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #325 holding.
Price Wealth first reported a position in Estee Lauder in Q1 2018 and has held it in 11 quarters since.
Price Wealth's Estee Lauder position peaked at $55K in Q2 2020.
976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.