AWM
EL icon

Align Wealth Management’s Estee Lauder EL Stock Holding History

Align 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
2022
Q4 		$34.5K Buy
+160
New +$35.7K 0.03% 81

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Align Wealth Management's EL Position: Q4 2022 in Review

Align Wealth Management opened a new position in Estee Lauder (EL) in Q4 2022: 160 shares worth $34.5K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

1,181 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Align Wealth Management held 160 shares of Estee Lauder worth $34.5K as of Q4 2022.
  • Estee Lauder was a new Align Wealth Management position in Q4 2022.
  • Estee Lauder made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #81 holding.
  • 1,181 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.