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Wealthspire Advisors (Maryland)’s Estee Lauder EL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$558K Buy
2,557
+10
+0.4% +$2.06K 0.02% 248
2020
Q2 		$481K Sell
2,547
-130
-5% -$23.2K 0.03% 265
2020
Q1 		$426K Buy
2,677
+181
+7% +$34.9K 0.04% 255
2019
Q4 		$516K Buy
2,496
+112
+5% +$21.8K 0.03% 277
2019
Q3 		$474K Buy
2,384
+390
+20% +$74.6K 0.03% 267
2019
Q2 		$365K Sell
1,994
-556
-22% -$95K 0.03% 309
2019
Q1 		$422K Sell
2,550
-44
-2% -$6.46K 0.03% 284
2018
Q4 		$337K Buy
2,594
+144
+6% +$19.6K 0.03% 296
2018
Q3 		$356K Sell
2,450
-1,228
-33% -$170K 0.03% 315
2018
Q2 		$525K Buy
3,678
+114
+3% +$16.9K 0.05% 226
2018
Q1 		$534K Buy
3,564
+106
+3% +$14.7K 0.05% 232
2017
Q4 		$440K Buy
3,458
+340
+11% +$40.8K 0.04% 285
2017
Q3 		$336K Buy
3,118
+978
+46% +$100K 0.04% 334
2017
Q2 		$205K Buy
2,140
+842
+65% +$77.3K 0.02% 442
2017
Q1 		$110K Buy
1,298
+346
+36% +$28.6K 0.02% 562
2016
Q4 		$73K Sell
952
-46
-5% -$3.74K 0.01% 672
2016
Q3 		$88K Sell
998
-92
-8% -$8.39K 0.01% 607
2016
Q2 		$99K Buy
1,090
+116
+12% +$10.8K 0.02% 535
2016
Q1 		$92K Buy
974
+579
+147% +$51.6K 0.02% 538
2015
Q4 		$35K Buy
+395
New +$33.6K 0.01% 807

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Estee Lauder (EL) stake by 0.39% in Q3 2020, buying an estimated $2.06K and bringing the position to 2,557 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #248.

Wealthspire Advisors (Maryland) first reported a position in EL in Q4 2015 and has held it in 20 quarters since. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,557 shares of Estee Lauder worth $558K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 10 Estee Lauder shares in Q3 2020, an estimated $2.06K.
  • Estee Lauder made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #248 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Estee Lauder in Q4 2015 and has held it in 20 quarters since.
  • 976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.