AWM
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Accel Wealth Management’s Estee Lauder EL Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-22
Closed -$5.43K – 365
2023
Q1 		$5.43K Sell
22
-10
-31% -$2.54K ﹤0.01% 999
2022
Q4 		$7.94K Hold
32
– – ﹤0.01% 755
2022
Q3 		$7K Hold
32
– – ﹤0.01% 797
2022
Q2 		$8K Buy
32
+4
+14% +$1.01K ﹤0.01% 740
2022
Q1 		$8K Hold
28
– – ﹤0.01% 737
2021
Q4 		$10K Sell
28
-18
-39% -$6.11K ﹤0.01% 710
2021
Q3 		$14K Sell
46
-14
-23% -$4.57K 0.01% 569
2021
Q2 		$19K Hold
60
– – 0.01% 557
2021
Q1 		$17K Sell
60
-142
-70% -$38.9K 0.01% 543
2020
Q4 		$54K Buy
+202
New +$48.6K 0.05% 280

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accel Wealth Management's EL Position: Q2 2023 in Review

Accel Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 22 shares — an estimated $5.43K sold.

Accel Wealth Management first reported a position in EL in Q4 2020 and held it in 10 quarters. The position peaked at $54K in Q4 2020. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Accel Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 22 Estee Lauder shares in Q2 2023, an estimated $5.43K.
  • Accel Wealth Management first reported a position in Estee Lauder in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Estee Lauder position peaked at $54K in Q4 2020.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.