Wealthstreet Investment Advisors’s Estee Lauder EL Stock Holding History

Wealthstreet Investment Advisors’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	-41,032	Closed	-$11.9M	–	159
2021 Q1	$11.9M	Hold	41,032	–	–	1.16%	21
2020 Q4	$10.9M	Sell	41,032 -200	-0.5%	-$48.1K	1.1%	23
2020 Q3	$9M	Hold	41,232	–	–	1.01%	25
2020 Q2	$7.78M	Sell	41,232 -602	-1%	-$108K	0.95%	25
2020 Q1	$6.67M	Hold	41,834	–	–	0.99%	26
2019 Q4	$8.64M	Hold	41,834	–	–	1.01%	25
2019 Q3	$7.97M	Sell	41,834 -2,600	-6%	-$497K	1.02%	25
2019 Q2	$8.14M	Sell	44,434 -600	-1%	-$103K	1.05%	23
2019 Q1	$7.46M	Hold	45,034	–	–	0.98%	25
2018 Q4	$5.94M	Hold	45,034	–	–	0.83%	33
2018 Q3	$6.54M	Hold	45,034	–	–	0.81%	31
2018 Q2	$6.43M	Sell	45,034 -200	-0.4%	-$29.6K	0.85%	28
2018 Q1	$6.77M	Hold	45,234	–	–	0.85%	27
2017 Q4	$5.76M	Buy	+45,234	New	+$5.43M	0.7%	33

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's EL Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 41,032 shares — an estimated $11.9M sold.

Wealthstreet Investment Advisors first reported a position in EL in Q4 2017 and held it in 14 quarters. The position peaked at $11.9M in Q1 2021. 1,150 funds tracked by Wall St. Rank hold EL as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 41,032 Estee Lauder shares in Q2 2021, an estimated $11.9M.
Wealthstreet Investment Advisors first reported a position in Estee Lauder in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Estee Lauder position peaked at $11.9M in Q1 2021.
1,150 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.