Security National Trust’s Estee Lauder EL Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-37	Closed	-$6K	–	426
2020 Q1	$6K	Buy	+37	New	+$7.14K	﹤0.01%	392

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Security National Trust's EL Position: Q2 2020 in Review

Security National Trust sold out of Estee Lauder (EL) in Q2 2020, closing a stake of 37 shares — an estimated $6K sold.

Security National Trust first reported a position in EL in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 956 funds tracked by Wall St. Rank hold EL as of Q2 2020.

Security National Trust reported no remaining Estee Lauder position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 37 Estee Lauder shares in Q2 2020, an estimated $6K.
Security National Trust first reported a position in Estee Lauder in Q1 2020 and held it in 1 quarter.
Security National Trust's Estee Lauder position peaked at $6K in Q1 2020.
956 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.