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Sowell Financial Services’s Estee Lauder EL Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-949
Closed -$284K – 1137
2021
Q1 		$284K Sell
949
-185
-16% -$50.7K 0.01% 869
2020
Q4 		$302K Buy
1,134
+208
+22% +$50K 0.01% 693
2020
Q3 		$202K Sell
926
-46
-5% -$9.46K 0.01% 722
2020
Q2 		$183K Buy
972
+568
+141% +$101K 0.01% 750
2020
Q1 		$64K Buy
404
+235
+139% +$45.3K ﹤0.01% 970
2019
Q4 		$35K Sell
169
-941
-85% -$183K ﹤0.01% 1265
2019
Q3 		$221K Buy
+1,110
New +$212K 0.02% 607
2018
Q4 		– Sell
-2,943
Closed -$428K – 478
2018
Q3 		$428K Hold
2,943
– – 0.06% 215
2018
Q2 		$389K Sell
2,943
-3,332
-53% -$493K 0.08% 197
2018
Q1 		$832K Buy
6,275
+2,433
+63% +$337K 0.21% 110
2017
Q4 		$503K Sell
3,842
-124
-3% -$14.9K 0.12% 156
2017
Q3 		$484K Buy
3,966
+68
+2% +$6.98K 0.13% 147
2017
Q2 		$394K Buy
3,898
+1,182
+44% +$108K 0.11% 158
2017
Q1 		$253K Buy
+2,716
New +$224K 0.07% 212

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's EL Position: Q2 2021 in Review

Sowell Financial Services sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 949 shares — an estimated $284K sold.

Sowell Financial Services first reported a position in EL in Q1 2017 and held it in 14 quarters. The position peaked at $832K in Q1 2018. 1,151 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • Sowell Financial Services reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 949 Estee Lauder shares in Q2 2021, an estimated $284K.
  • Sowell Financial Services first reported a position in Estee Lauder in Q1 2017 and held it in 14 quarters.
  • Sowell Financial Services's Estee Lauder position peaked at $832K in Q1 2018.
  • 1,151 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.