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	–	1138
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return