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Alpha Cubed Investments’s Estee Lauder EL Stock Holding History

Alpha Cubed Investments’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
-1,000
Closed -$255K – 281
2022
Q2 		$255K Hold
1,000
– – 0.02% 258
2022
Q1 		$272K Buy
+1,000
New +$301K 0.02% 269

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

Alpha Cubed Investments's EL Position: Q3 2022 in Review

Alpha Cubed Investments sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 1,000 shares — an estimated $255K sold.

Alpha Cubed Investments first reported a position in EL in Q1 2022 and held it in 2 quarters. The position peaked at $272K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Alpha Cubed Investments reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • Alpha Cubed Investments sold 1,000 Estee Lauder shares in Q3 2022, an estimated $255K.
  • Alpha Cubed Investments first reported a position in Estee Lauder in Q1 2022 and held it in 2 quarters.
  • Alpha Cubed Investments's Estee Lauder position peaked at $272K in Q1 2022.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Alpha Cubed Investments's 13F filing for Q3 2022, filed 4 Nov 2022.