Roble Belko & Company’s Estee Lauder EL Stock Holding History

Roble Belko & Company’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	–	Sell	-10	Closed	-$3K	–	347
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	275
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	291
2021 Q1	$3K	Buy	10 +3	+43%	+$821	﹤0.01%	283
2020 Q4	$2K	Hold	7	–	–	﹤0.01%	282
2020 Q3	$2K	Hold	7	–	–	﹤0.01%	287
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	305
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	307
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	319
2019 Q3	$1K	Sell	7 -7	-50%	-$1.34K	﹤0.01%	321
2019 Q2	$3K	Hold	14	–	–	﹤0.01%	303
2019 Q1	$2K	Hold	14	–	–	﹤0.01%	289
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	286
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	294
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	301
2018 Q1	$2K	Buy	+14	New	+$1.94K	﹤0.01%	306
2017 Q2	–	Sell	-56	Closed	-$5K	–	316
2017 Q1	$5K	Hold	56	–	–	﹤0.01%	256
2016 Q4	$4K	Buy	+56	New	+$4.55K	﹤0.01%	290

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

Roble Belko & Company's EL Position: Q4 2021 in Review

Roble Belko & Company sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 10 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in EL in Q4 2016 and held it in 17 quarters. The position peaked at $5K in Q1 2017. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Roble Belko & Company reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Roble Belko & Company sold 10 Estee Lauder shares in Q4 2021, an estimated $3K.
Roble Belko & Company first reported a position in Estee Lauder in Q4 2016 and held it in 17 quarters.
Roble Belko & Company's Estee Lauder position peaked at $5K in Q1 2017.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Roble Belko & Company's 13F filing for Q4 2021, filed 7 Feb 2022.