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Safeguard Investment Advisory Group’s Estee Lauder EL Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-77
Closed -$20K – 251
2020
Q4 		$20K Buy
+77
New +$18.5K 0.02% 306

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State Street
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Safeguard Investment Advisory Group's EL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 77 shares — an estimated $20K sold.

Safeguard Investment Advisory Group first reported a position in EL in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 77 Estee Lauder shares in Q1 2021, an estimated $20K.
  • Safeguard Investment Advisory Group first reported a position in Estee Lauder in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Estee Lauder position peaked at $20K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.