WESPAC Advisors’s Estee Lauder EL Stock Holding History

WESPAC 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
2020 Q3	–	Sell	-4,028	Closed	-$760K	–	94
2020 Q2	$760K	Buy	+4,028	New	+$720K	0.86%	45

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

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors's EL Position: Q3 2020 in Review

WESPAC Advisors sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 4,028 shares — an estimated $760K sold.

WESPAC Advisors first reported a position in EL in Q2 2020 and held it in 1 quarter. The position peaked at $760K in Q2 2020. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

WESPAC Advisors reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
WESPAC Advisors sold 4,028 Estee Lauder shares in Q3 2020, an estimated $760K.
WESPAC Advisors first reported a position in Estee Lauder in Q2 2020 and held it in 1 quarter.
WESPAC Advisors's Estee Lauder position peaked at $760K in Q2 2020.
976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on WESPAC Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.