Seven Springs Wealth Group’s Estee Lauder EL Stock Holding History

Seven Springs Wealth 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 Q4	–	Sell	-905	Closed	-$271K	–	68
2021 Q3	$271K	Hold	905	–	–	0.13%	65
2021 Q2	$288K	Buy	+905	New	+$274K	0.12%	65
2021 Q1	–	Sell	-24	Closed	-$6K	–	165
2020 Q4	$6K	Buy	+24	New	+$5.77K	﹤0.01%	124

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

Seven Springs Wealth Group's EL Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 905 shares — an estimated $271K sold.

Seven Springs Wealth Group first reported a position in EL in Q4 2020 and held it in 3 quarters. The position peaked at $288K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Seven Springs Wealth Group reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 905 Estee Lauder shares in Q4 2021, an estimated $271K.
Seven Springs Wealth Group first reported a position in Estee Lauder in Q4 2020 and held it in 3 quarters.
Seven Springs Wealth Group's Estee Lauder position peaked at $288K in Q2 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.