Wealthcare Advisory Partners’s Estee Lauder EL Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-83	Closed	-$24K	–	900
2021 Q1	$24K	Buy	+83	New	+$22.7K	﹤0.01%	1136
2020 Q2	–	Sell	-36	Closed	-$6K	–	602
2020 Q1	$6K	Hold	36	–	–	﹤0.01%	1044
2019 Q4	$7K	Hold	36	–	–	﹤0.01%	1024
2019 Q3	$7K	Hold	36	–	–	﹤0.01%	994
2019 Q2	$7K	Hold	36	–	–	﹤0.01%	982
2019 Q1	$6K	Hold	36	–	–	﹤0.01%	918
2018 Q4	$5K	Hold	36	–	–	﹤0.01%	924
2018 Q3	$5K	Hold	36	–	–	﹤0.01%	982
2018 Q2	$5K	Hold	36	–	–	﹤0.01%	973
2018 Q1	$5K	Sell	36 -128	-78%	-$17.7K	﹤0.01%	824
2017 Q4	$21K	Buy	164 +161	+5,367%	+$19.3K	0.01%	529
2017 Q3	$0	Buy	+3	New	+$308	﹤0.01%	897

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

Wealthcare Advisory Partners's EL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 83 shares — an estimated $24K sold.

Wealthcare Advisory Partners first reported a position in EL in Q3 2017 and held it in 12 quarters. The position peaked at $24K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 83 Estee Lauder shares in Q2 2021, an estimated $24K.
Wealthcare Advisory Partners first reported a position in Estee Lauder in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Estee Lauder position peaked at $24K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.