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Advisor Resource Council’s Estee Lauder EL Stock Holding History

Advisor Resource Council’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
Q4 		– Sell
-1,139
Closed -$246K – 167
2022
Q3 		$246K Sell
1,139
-6,477
-85% -$1.65M 0.17% 123
2022
Q2 		$1.94M Buy
7,616
+4,156
+120% +$1.05M 0.18% 126
2022
Q1 		$942K Sell
3,460
-1,620
-32% -$487K 0.28% 102
2021
Q4 		$1.88M Buy
5,080
+3,177
+167% +$1.08M 0.15% 152
2021
Q3 		$571K Buy
+1,903
New +$622K 0.17% 129

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's EL Position: Q4 2022 in Review

Advisor Resource Council sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 1,139 shares — an estimated $246K sold.

Advisor Resource Council first reported a position in EL in Q3 2021 and held it in 5 quarters. The position peaked at $1.94M in Q2 2022. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Advisor Resource Council reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • Advisor Resource Council sold 1,139 Estee Lauder shares in Q4 2022, an estimated $246K.
  • Advisor Resource Council first reported a position in Estee Lauder in Q3 2021 and held it in 5 quarters.
  • Advisor Resource Council's Estee Lauder position peaked at $1.94M in Q2 2022.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Advisor Resource Council's 13F filing for Q4 2022, filed 20 Jan 2023.