Reilly Financial Advisors’s Estee Lauder EL Stock Holding History

Reilly Financial 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	$13K	Hold	35	–	–	﹤0.01%	658
2021 Q3	$10K	Hold	35	–	–	﹤0.01%	658
2021 Q2	$11K	Hold	35	–	–	﹤0.01%	684
2021 Q1	$10K	Hold	35	–	–	﹤0.01%	695
2020 Q4	$9K	Hold	35	–	–	﹤0.01%	641
2020 Q3	$8K	Sell	35 -18	-34%	-$3.7K	﹤0.01%	604
2020 Q2	$10K	Buy	53 +18	+51%	+$3.22K	﹤0.01%	574
2020 Q1	$6K	Hold	35	–	–	﹤0.01%	645
2019 Q4	$7K	Hold	35	–	–	﹤0.01%	684
2019 Q3	$7K	Sell	35 -356	-91%	-$68.1K	﹤0.01%	688
2019 Q2	$72K	Buy	391 +1	+0.3%	+$171	0.01%	294
2019 Q1	$65K	Buy	390 +1	+0.3%	+$147	0.01%	299
2018 Q4	$51K	Buy	389 +1	+0.3%	+$136	0.01%	326
2018 Q3	$56K	Buy	388 +353	+1,009%	+$49K	0.01%	341
2018 Q2	$5K	Hold	35	–	–	﹤0.01%	800
2018 Q1	$5K	Buy	+35	New	+$4.85K	﹤0.01%	771
2016 Q1	–	Sell	-48	Closed	-$4K	–	1213
2015 Q4	$4K	Hold	48	–	–	﹤0.01%	969
2015 Q3	$4K	Hold	48	–	–	﹤0.01%	1006
2015 Q2	$4K	Hold	48	–	–	﹤0.01%	1109
2015 Q1	$4K	Hold	48	–	–	﹤0.01%	1051
2014 Q4	$4K	Hold	48	–	–	﹤0.01%	655
2014 Q3	$4K	Buy	+48	New	+$3.61K	﹤0.01%	668

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

Reilly Financial Advisors's EL Position: Q4 2021 in Review

Reilly Financial Advisors held its Estee Lauder (EL) position steady in Q4 2021 at 35 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Reilly Financial Advisors first reported a position in EL in Q3 2014 and has held it in 22 quarters since. The position peaked at $72K in Q2 2019. 1,259 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Reilly Financial Advisors held 35 shares of Estee Lauder worth $13K as of Q4 2021.
Reilly Financial Advisors left its Estee Lauder share count unchanged in Q4 2021.
Estee Lauder made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #658 holding.
Reilly Financial Advisors first reported a position in Estee Lauder in Q3 2014 and has held it in 22 quarters since.
Reilly Financial Advisors's Estee Lauder position peaked at $72K in Q2 2019.
1,259 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.