Verus Financial Partners’s Estee Lauder EL Stock Holding History

Verus Financial Partners’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	-2,830	Closed	-$618K	–	122
2020 Q3	$618K	Buy	+2,830	New	+$582K	0.23%	77

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

Verus Financial Partners's EL Position: Q4 2020 in Review

Verus Financial Partners sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 2,830 shares — an estimated $618K sold.

Verus Financial Partners first reported a position in EL in Q3 2020 and held it in 1 quarter. The position peaked at $618K in Q3 2020. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Verus Financial Partners reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Verus Financial Partners sold 2,830 Estee Lauder shares in Q4 2020, an estimated $618K.
Verus Financial Partners first reported a position in Estee Lauder in Q3 2020 and held it in 1 quarter.
Verus Financial Partners's Estee Lauder position peaked at $618K in Q3 2020.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.