SW
ESTC icon

SlateStone Wealth’s Elastic ESTC Stock Holding History

SlateStone Wealth’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,850
Closed -$1.59M – 168
2020
Q4 		$1.59M Buy
10,850
+50
+0.5% +$6.15K 0.4% 64
2020
Q3 		$1.17M Hold
10,800
– – 0.25% 94
2020
Q2 		$996K Buy
10,800
+5,100
+89% +$373K 0.22% 96
2020
Q1 		$318K Hold
5,700
– – 0.09% 138
2019
Q4 		$367K Sell
5,700
-1,000
-15% -$73.3K 0.08% 157
2019
Q3 		$552K Buy
+6,700
New +$595K 0.16% 101

Other funds holding ESTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return