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WESPAC Advisors SoCal’s Estee Lauder EL Stock Holding History

WESPAC Advisors SoCal’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
-725
Closed -$211K – 84
2021
Q1 		$211K Buy
+725
New +$199K 0.08% 70
2020
Q4 		– Sell
-1,265
Closed -$284K – 77
2020
Q3 		$284K Sell
1,265
-100
-7% -$20.6K 0.14% 61
2020
Q2 		$259K Hold
1,365
– – 0.12% 68
2020
Q1 		$238K Buy
1,365
+200
+17% +$38.6K 0.13% 66
2019
Q4 		$241K Hold
1,165
– – 0.11% 76
2019
Q3 		$232K Sell
1,165
-210
-15% -$40.2K 0.11% 77
2019
Q2 		$251K Sell
1,375
-250
-15% -$42.7K 0.13% 74
2019
Q1 		$269K Buy
+1,625
New +$239K 0.15% 72

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors SoCal's EL Position: Q2 2021 in Review

WESPAC Advisors SoCal sold out of Estee Lauder (EL) in Q2 2021, closing a stake of 725 shares — an estimated $211K sold.

WESPAC Advisors SoCal first reported a position in EL in Q1 2019 and held it in 8 quarters. The position peaked at $284K in Q3 2020. 1,149 funds tracked by Wall St. Rank hold EL as of Q2 2021.

  • WESPAC Advisors SoCal reported no remaining Estee Lauder position as of Q2 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 725 Estee Lauder shares in Q2 2021, an estimated $211K.
  • WESPAC Advisors SoCal first reported a position in Estee Lauder in Q1 2019 and held it in 8 quarters.
  • WESPAC Advisors SoCal's Estee Lauder position peaked at $284K in Q3 2020.
  • 1,149 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2021, filed 29 Jul 2021.