Wealthcare Capital Management’s Estee Lauder EL Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-22	Closed	-$6K	–	246
2021 Q1	$6K	Buy	+22	New	+$6.02K	﹤0.01%	342
2020 Q1	–	Sell	-19	Closed	-$4K	–	372
2019 Q4	$4K	Buy	+19	New	+$3.69K	﹤0.01%	288
2015 Q2	–	Sell	-146	Closed	–	–	529
2015 Q1	$0	Buy	+146	New	+$11.5K	﹤0.01%	945

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 Capital Management's EL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 22 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in EL in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Wealthcare Capital Management reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 22 Estee Lauder shares in Q2 2021, an estimated $6K.
Wealthcare Capital Management first reported a position in Estee Lauder in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Estee Lauder position peaked at $6K in Q1 2021.
1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

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