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180 Wealth Advisors’s Estee Lauder EL Stock Holding History

180 Wealth 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
2022
Q3 		– Sell
-1,326
Closed -$340K – 368
2022
Q2 		$340K Buy
1,326
+123
+10% +$31.2K 0.09% 228
2022
Q1 		$330K Buy
1,203
+6
+0.5% +$1.8K 0.07% 259
2021
Q4 		$356K Buy
1,197
+52
+5% +$17.6K 0.08% 240
2021
Q3 		$367K Buy
1,145
+218
+24% +$71.2K 0.08% 239
2021
Q2 		$304K Sell
927
-145
-14% -$44K 0.07% 277
2021
Q1 		$318K Sell
1,072
-132
-11% -$36.1K 0.08% 238
2020
Q4 		$299K Sell
1,204
-45
-4% -$10.8K 0.09% 224
2020
Q3 		$282K Sell
1,249
-33
-3% -$6.79K 0.11% 191
2020
Q2 		$254K Sell
1,282
-365
-22% -$65.2K 0.1% 198
2020
Q1 		$246K Buy
1,647
+48
+3% +$9.26K 0.13% 180
2019
Q4 		$349K Sell
1,599
-122
-7% -$23.7K 0.14% 178
2019
Q3 		$334K Buy
1,721
+221
+15% +$42.3K 0.15% 173
2019
Q2 		$274K Sell
1,500
-47
-3% -$8.03K 0.12% 194
2019
Q1 		$259K Sell
1,547
-2,462
-61% -$362K 0.12% 213
2018
Q4 		$583K Hold
4,009
– – 0.27% 111
2018
Q3 		$583K Buy
4,009
+83
+2% +$11.5K 0.27% 111
2018
Q2 		$560K Buy
3,926
+1,229
+46% +$182K 0.28% 112
2018
Q1 		$403K Buy
2,697
+364
+16% +$50.4K 0.21% 132
2017
Q4 		$297K Buy
+2,333
New +$280K 0.15% 171

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

180 Wealth Advisors's EL Position: Q3 2022 in Review

180 Wealth Advisors sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 1,326 shares — an estimated $340K sold.

180 Wealth Advisors first reported a position in EL in Q4 2017 and held it in 19 quarters. The position peaked at $583K in Q4 2018. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • 180 Wealth Advisors reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,326 Estee Lauder shares in Q3 2022, an estimated $340K.
  • 180 Wealth Advisors first reported a position in Estee Lauder in Q4 2017 and held it in 19 quarters.
  • 180 Wealth Advisors's Estee Lauder position peaked at $583K in Q4 2018.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on 180 Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.