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Transform Wealth’s Estee Lauder EL Stock Holding History

Transform Wealth’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
2020
Q4 		– Sell
-3,142
Closed -$686K – 206
2020
Q3 		$686K Sell
3,142
-118
-4% -$24.3K 0.11% 124
2020
Q2 		$615K Sell
3,260
-596
-15% -$106K 0.11% 134
2020
Q1 		$614K Buy
3,856
+940
+32% +$181K 0.13% 130
2019
Q4 		$602K Sell
2,916
-387
-12% -$75.2K 0.1% 149
2019
Q3 		$657K Sell
3,303
-3,432
-51% -$656K 0.12% 134
2019
Q2 		$1.23M Buy
+6,735
New +$1.15M 0.18% 122

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's EL Position: Q4 2020 in Review

Transform Wealth sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 3,142 shares — an estimated $686K sold.

Transform Wealth first reported a position in EL in Q2 2019 and held it in 6 quarters. The position peaked at $1.23M in Q2 2019. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • Transform Wealth reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
  • Transform Wealth sold 3,142 Estee Lauder shares in Q4 2020, an estimated $686K.
  • Transform Wealth first reported a position in Estee Lauder in Q2 2019 and held it in 6 quarters.
  • Transform Wealth's Estee Lauder position peaked at $1.23M in Q2 2019.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.