RMR Wealth Builders’s Estee Lauder EL Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-40	Closed	-$12K	–	323
2021 Q1	$12K	Hold	40	–	–	﹤0.01%	576
2020 Q4	$11K	Buy	+40	New	+$9.62K	0.01%	401

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RMR Wealth Builders's EL Position: Q2 2021 in Review

RMR Wealth Builders sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 40 shares — an estimated $12K sold.

RMR Wealth Builders first reported a position in EL in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

RMR Wealth Builders reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 40 Estee Lauder shares in Q2 2021, an estimated $12K.
RMR Wealth Builders first reported a position in Estee Lauder in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Estee Lauder position peaked at $12K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.