Shine Investment Advisory Services’s Estee Lauder EL Stock Holding History

Shine Investment Advisory Services’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 Q3	$465K	Buy	2,132 +383	+22%	+$78.8K	0.16%	70
2020 Q2	$330K	Buy	1,749 +170	+11%	+$30.4K	0.12%	89
2020 Q1	$252K	Buy	1,579 +6	+0.4%	+$1.16K	0.12%	93
2019 Q4	$325K	Buy	1,573 +3	+0.2%	+$583	0.13%	93
2019 Q3	$312K	Buy	1,570 +4	+0.3%	+$765	0.15%	84
2019 Q2	$287K	Buy	1,566 +4	+0.3%	+$683	0.13%	91
2019 Q1	$259K	Buy	1,562 +4	+0.3%	+$587	0.12%	98
2018 Q4	$203K	Buy	1,558 +5	+0.3%	+$679	0.1%	104
2018 Q3	$226K	Buy	1,553 +4	+0.3%	+$555	0.12%	99
2018 Q2	$221K	Buy	1,549 +4	+0.3%	+$592	0.11%	97
2018 Q1	$231K	Buy	1,545 +4	+0.3%	+$554	0.12%	92
2017 Q4	$196K	Buy	1,541 +4	+0.3%	+$481	0.1%	103
2017 Q3	$166K	Buy	1,537 +5	+0.3%	+$513	0.09%	105
2017 Q2	$147K	Buy	+1,532	New	+$141K	0.07%	109

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

Shine Investment Advisory Services's EL Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Estee Lauder (EL) stake by 22% in Q3 2020, buying an estimated $78.8K and bringing the position to 2,132 shares worth $465K. The position accounts for 0.16% of the portfolio, ranked #70.

Shine Investment Advisory Services first reported a position in EL in Q2 2017 and has held it in 14 quarters since. 977 funds tracked by Wall St. Rank hold EL as of Q3 2020.

Shine Investment Advisory Services held 2,132 shares of Estee Lauder worth $465K as of Q3 2020.
Shine Investment Advisory Services bought 383 Estee Lauder shares in Q3 2020, an estimated $78.8K.
Estee Lauder made up 0.16% of Shine Investment Advisory Services's portfolio in Q3 2020, its #70 holding.
Shine Investment Advisory Services first reported a position in Estee Lauder in Q2 2017 and has held it in 14 quarters since.
977 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.