Veritas Investment Management’s Estee Lauder EL Stock Holding History

Veritas Investment Management’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	-925	Closed	-$202K	–	20
2020 Q3	$202K	Hold	925	–	–	0.01%	43
2020 Q2	$175K	Hold	925	–	–	0.01%	44
2020 Q1	$147K	Hold	925	–	–	0.01%	52
2019 Q4	$191K	Hold	925	–	–	0.01%	43
2019 Q3	$184K	Buy	+925	New	+$177K	0.02%	49
2018 Q4	–	Sell	-480	Closed	-$70K	–	69
2018 Q3	$70K	Buy	+480	New	+$66.6K	0.01%	63
2017 Q1	–	Sell	-4,023	Closed	-$308K	–	75
2016 Q4	$308K	Hold	4,023	–	–	0.05%	43
2016 Q3	$356K	Hold	4,023	–	–	0.07%	40
2016 Q2	$366K	Sell	4,023 -1,990	-33%	-$186K	0.07%	39
2016 Q1	$567K	Buy	6,013 +1,705	+40%	+$152K	0.11%	31
2015 Q4	$379K	Buy	4,308 +2,318	+116%	+$197K	0.07%	46
2015 Q3	$161K	Buy	+1,990	New	+$167K	0.04%	57

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritas Investment Management's EL Position: Q4 2020 in Review

Veritas Investment Management sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 925 shares — an estimated $202K sold.

Veritas Investment Management first reported a position in EL in Q3 2015 and held it in 12 quarters. The position peaked at $567K in Q1 2016. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Veritas Investment Management reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Veritas Investment Management sold 925 Estee Lauder shares in Q4 2020, an estimated $202K.
Veritas Investment Management first reported a position in Estee Lauder in Q3 2015 and held it in 12 quarters.
Veritas Investment Management's Estee Lauder position peaked at $567K in Q1 2016.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Veritas Investment Management's 13F filing for Q4 2020.