Weld Capital Management’s Estee Lauder EL Stock Holding History

Weld 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 Q3	–	Sell	-2,024	Closed	-$644K	–	59
2021 Q2	$644K	Buy	+2,024	New	+$614K	0.65%	38
2019 Q4	–	Sell	-1,979	Closed	-$394K	–	690
2019 Q3	$394K	Sell	1,979 -2,063	-51%	-$394K	0.07%	471
2019 Q2	$740K	Buy	+4,042	New	+$691K	0.14%	260

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Weld Capital Management's EL Position: Q3 2021 in Review

Weld Capital Management sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 2,024 shares — an estimated $644K sold.

Weld Capital Management first reported a position in EL in Q2 2019 and held it in 3 quarters. The position peaked at $740K in Q2 2019. 1,172 funds tracked by Wall St. Rank hold EL as of Q3 2021.

Weld Capital Management reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 2,024 Estee Lauder shares in Q3 2021, an estimated $644K.
Weld Capital Management first reported a position in Estee Lauder in Q2 2019 and held it in 3 quarters.
Weld Capital Management's Estee Lauder position peaked at $740K in Q2 2019.
1,172 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.