tru Independence’s Estee Lauder EL Stock Holding History

tru Independence’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	-1,573	Closed	-$457K	–	300
2021 Q1	$457K	Buy	1,573 +296	+23%	+$81K	0.09%	179
2020 Q4	$340	Buy	1,277 +177	+16%	+$42.6K	﹤0.01%	400
2020 Q3	$240K	Buy	1,100 +3	+0.3%	+$617	0.07%	151
2020 Q2	$207	Buy	1,097 +911	+490%	+$163K	0.03%	249
2020 Q1	$30	Hold	186	–	–	﹤0.01%	345
2019 Q4	$30K	Buy	+186	New	+$36.1K	﹤0.01%	430

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

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 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

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

tru Independence's EL Position: Q2 2021 in Review

tru Independence sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 1,573 shares — an estimated $457K sold.

tru Independence first reported a position in EL in Q4 2019 and held it in 6 quarters. The position peaked at $457K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

tru Independence reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
tru Independence sold 1,573 Estee Lauder shares in Q2 2021, an estimated $457K.
tru Independence first reported a position in Estee Lauder in Q4 2019 and held it in 6 quarters.
tru Independence's Estee Lauder position peaked at $457K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.