Altium Wealth Management’s Estee Lauder EL Stock Holding History

Altium 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 Q2	$535K	Sell	2,101 -77	-4%	-$19.5K	0.04%	227
2022 Q1	$593K	Buy	2,178 +96	+5%	+$28.9K	0.04%	234
2021 Q4	$771K	Buy	2,082 +381	+22%	+$129K	0.05%	185
2021 Q3	$510K	Buy	1,701 +145	+9%	+$47.4K	0.04%	225
2021 Q2	$495K	Buy	1,556 +200	+15%	+$60.6K	0.04%	231
2021 Q1	$394K	Buy	1,356 +310	+30%	+$84.9K	0.03%	261
2020 Q4	$278K	Buy	+1,046	New	+$252K	0.02%	297
2018 Q3	–	Sell	-1,486	Closed	-$212K	–	307
2018 Q2	$212K	Buy	+1,486	New	+$220K	0.06%	239

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Altium Wealth Management's EL Position: Q2 2022 in Review

Altium Wealth Management reduced its Estee Lauder (EL) stake by 3.5% in Q2 2022, selling an estimated $19.5K and leaving 2,101 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #227.

Altium Wealth Management first reported a position in EL in Q2 2018 and has held it in 8 quarters since. The position peaked at $771K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

Altium Wealth Management held 2,101 shares of Estee Lauder worth $535K as of Q2 2022.
Altium Wealth Management sold 77 Estee Lauder shares in Q2 2022, an estimated $19.5K.
Estee Lauder made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #227 holding.
Altium Wealth Management first reported a position in Estee Lauder in Q2 2018 and has held it in 8 quarters since.
Altium Wealth Management's Estee Lauder position peaked at $771K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.