Principle Wealth Partners’s Estee Lauder EL Stock Holding History

Principle Wealth Partners’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	–	Sell	-29	Closed	-$5K	–	236
2020 Q2	$5K	Buy	+29	New	+$5.18K	﹤0.01%	433

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

Principle Wealth Partners's EL Position: Q3 2020 in Review

Principle Wealth Partners sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 29 shares — an estimated $5K sold.

Principle Wealth Partners first reported a position in EL in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

Principle Wealth Partners reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 29 Estee Lauder shares in Q3 2020, an estimated $5K.
Principle Wealth Partners first reported a position in Estee Lauder in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Estee Lauder position peaked at $5K in Q2 2020.
976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.