WEC
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Winslow Evans & Crocker’s Estee Lauder EL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$52K Buy
195
+30
+18% +$7.22K 0.01% 589
2020
Q3 		$36K Buy
165
+125
+313% +$25.7K 0.01% 514
2020
Q2 		$8K Hold
40
– – ﹤0.01% 782
2020
Q1 		$8K Hold
40
– – ﹤0.01% 745
2019
Q4 		$10K Hold
40
– – ﹤0.01% 816
2019
Q3 		$8K Hold
40
– – ﹤0.01% 852
2019
Q2 		$8K Hold
40
– – ﹤0.01% 867
2019
Q1 		$8K Hold
40
– – ﹤0.01% 854
2018
Q4 		$6K Hold
40
– – ﹤0.01% 870
2018
Q3 		$6K Sell
40
-1,300
-97% -$180K ﹤0.01% 892
2018
Q2 		$192K Buy
1,340
+200
+18% +$29.6K 0.06% 262
2018
Q1 		$171K Hold
1,140
– – 0.06% 277
2017
Q4 		$145K Buy
1,140
+1,100
+2,750% +$132K 0.05% 308
2017
Q3 		$4.31K Hold
40
– – ﹤0.01% 953
2017
Q2 		$3.84K Hold
40
– – ﹤0.01% 1099
2017
Q1 		$3.39K Hold
40
– – ﹤0.01% 1084
2016
Q4 		$3.06K Hold
40
– – ﹤0.01% 1099
2016
Q3 		$3.54K Hold
40
– – ﹤0.01% 1115
2016
Q2 		$3.64K Hold
40
– – ﹤0.01% 1094
2016
Q1 		$3.77K Hold
40
– – ﹤0.01% 1075
2015
Q4 		$3.52K Hold
40
– – ﹤0.01% 1141
2015
Q3 		$3.23K Buy
+40
New +$3.35K ﹤0.01% 1103
2015
Q2 		– Sell
-54
Closed -$4.49K – 1318
2015
Q1 		$4.49K Hold
54
– – ﹤0.01% 1054
2014
Q4 		$4.12K Hold
54
– – ﹤0.01% 1081
2014
Q3 		$4.04K Hold
54
– – ﹤0.01% 1140
2014
Q2 		$4.01K Sell
54
-84
-61% -$6.17K ﹤0.01% 1075
2014
Q1 		$9.23K Hold
138
– – ﹤0.01% 865
2013
Q4 		$10K Buy
+138
New +$9.99K ﹤0.01% 902

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's EL Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Estee Lauder (EL) stake by 18% in Q4 2020, buying an estimated $7.22K and bringing the position to 195 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #589.

Winslow Evans & Crocker first reported a position in EL in Q4 2013 and has held it in 28 quarters since. The position peaked at $192K in Q2 2018. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • Winslow Evans & Crocker held 195 shares of Estee Lauder worth $52K as of Q4 2020.
  • Winslow Evans & Crocker bought 30 Estee Lauder shares in Q4 2020, an estimated $7.22K.
  • Estee Lauder made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #589 holding.
  • Winslow Evans & Crocker first reported a position in Estee Lauder in Q4 2013 and has held it in 28 quarters since.
  • Winslow Evans & Crocker's Estee Lauder position peaked at $192K in Q2 2018.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.