WealthStone’s Estee Lauder EL Stock Holding History

WealthStone’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 Q1	$474K	Buy	1,633 +134	+9%	+$36.7K	0.17%	94
2020 Q4	$399K	Buy	1,499 +7	+0.5%	+$1.68K	0.14%	99
2020 Q3	$326K	Buy	+1,492	New	+$307K	0.15%	95
2019 Q3	–	Sell	-14	Closed	-$2.56K	–	225
2019 Q2	$2.56K	Buy	+14	New	+$2.39K	﹤0.01%	484

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

WealthStone's EL Position: Q1 2021 in Review

WealthStone increased its Estee Lauder (EL) stake by 8.9% in Q1 2021, buying an estimated $36.7K and bringing the position to 1,633 shares worth $474K. The position accounts for 0.17% of the portfolio, ranked #94.

WealthStone first reported a position in EL in Q2 2019 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

WealthStone held 1,633 shares of Estee Lauder worth $474K as of Q1 2021.
WealthStone bought 134 Estee Lauder shares in Q1 2021, an estimated $36.7K.
Estee Lauder made up 0.17% of WealthStone's portfolio in Q1 2021, its #94 holding.
WealthStone first reported a position in Estee Lauder in Q2 2019 and has held it in 4 quarters since.
1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.