Sterling Financial Planning’s Estee Lauder EL Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-18	Closed	-$5K	–	191
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	359
2021 Q2	$6K	Hold	18	–	–	﹤0.01%	331
2021 Q1	$5K	Hold	18	–	–	﹤0.01%	315
2020 Q4	$5K	Buy	+18	New	+$4.33K	﹤0.01%	299

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Financial Planning's EL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 18 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Sterling Financial Planning reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 18 Estee Lauder shares in Q4 2021, an estimated $5K.
Sterling Financial Planning first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Estee Lauder position peaked at $6K in Q2 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.