Syverson Strege & Co’s Estee Lauder EL Stock Holding History

Syverson Strege & Co’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	-28	Closed	-$8K	–	350
2021 Q3	$8K	Buy	+28	New	+$9.15K	0.01%	262

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

Syverson Strege & Co's EL Position: Q4 2021 in Review

Syverson Strege & Co sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 28 shares — an estimated $8K sold.

Syverson Strege & Co first reported a position in EL in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Syverson Strege & Co reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 28 Estee Lauder shares in Q4 2021, an estimated $8K.
Syverson Strege & Co first reported a position in Estee Lauder in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Estee Lauder position peaked at $8K in Q3 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.