SFPG
EL icon

Stonebridge Financial Planning Group’s Estee Lauder EL Stock Holding History

Stonebridge Financial Planning 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
-25
Closed -$7K – 429
2020
Q4 		$7K Hold
25
– – ﹤0.01% 343
2020
Q3 		$6K Hold
25
– – ﹤0.01% 342
2020
Q2 		$5K Hold
25
– – ﹤0.01% 350
2020
Q1 		$4K Hold
25
– – ﹤0.01% 370
2019
Q4 		$5K Buy
+25
New +$4.86K ﹤0.01% 324

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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

Stonebridge Financial Planning Group's EL Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 25 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in EL in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 25 Estee Lauder shares in Q1 2021, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Estee Lauder in Q4 2019 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Estee Lauder position peaked at $7K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.