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Sage Financial Management Group’s Estee Lauder EL Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-62
Closed -$18K – 52
2021
Q1 		$18K Buy
+62
New +$17K 0.01% 87

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State Street
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Financial Management Group's EL Position: Q2 2021 in Review

Sage Financial Management Group sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 62 shares — an estimated $18K sold.

Sage Financial Management Group first reported a position in EL in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • Sage Financial Management Group reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 62 Estee Lauder shares in Q2 2021, an estimated $18K.
  • Sage Financial Management Group first reported a position in Estee Lauder in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Estee Lauder position peaked at $18K in Q1 2021.
  • 1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.