Accurate Wealth Management’s Estee Lauder EL Stock Holding History

Accurate 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 Q1	–	Sell	-89	Closed	-$23.4K	–	587
2022 Q4	$23.4K	Buy	+89	New	+$19.9K	0.01%	637

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Wealth Management's EL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 89 shares — an estimated $23.4K sold.

Accurate Wealth Management first reported a position in EL in Q4 2022 and held it in 1 quarter. The position peaked at $23.4K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Accurate Wealth Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 89 Estee Lauder shares in Q1 2023, an estimated $23.4K.
Accurate Wealth Management first reported a position in Estee Lauder in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Estee Lauder position peaked at $23.4K in Q4 2022.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.