Sowa Financial Group’s Estee Lauder EL Stock Holding History

Sowa Financial 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 Q1	–	Sell	-465	Closed	-$124K	–	120
2020 Q4	$124K	Hold	465	–	–	0.08%	80
2020 Q3	$101K	Hold	465	–	–	0.07%	85
2020 Q2	$88K	Hold	465	–	–	0.07%	87
2020 Q1	$74K	Hold	465	–	–	0.07%	86
2019 Q4	$96K	Buy	+465	New	+$90.3K	0.08%	88

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MAM

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

Sowa Financial Group's EL Position: Q1 2021 in Review

Sowa Financial Group sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 465 shares — an estimated $124K sold.

Sowa Financial Group first reported a position in EL in Q4 2019 and held it in 5 quarters. The position peaked at $124K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

Sowa Financial Group reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 465 Estee Lauder shares in Q1 2021, an estimated $124K.
Sowa Financial Group first reported a position in Estee Lauder in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Estee Lauder position peaked at $124K in Q4 2020.
1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.