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Amplius Wealth Advisors’s Estee Lauder EL Stock Holding History

Amplius Wealth Advisors’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
-1,992
Closed -$507K – 162
2022
Q2 		$507K Buy
1,992
+36
+2% +$9.13K 0.08% 86
2022
Q1 		$532K Buy
1,956
+792
+68% +$238K 0.08% 96
2021
Q4 		$430K Buy
+1,164
New +$395K 0.06% 124

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

Amplius Wealth Advisors's EL Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 1,992 shares — an estimated $507K sold.

Amplius Wealth Advisors first reported a position in EL in Q4 2021 and held it in 3 quarters. The position peaked at $532K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,992 Estee Lauder shares in Q3 2022, an estimated $507K.
  • Amplius Wealth Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Estee Lauder position peaked at $532K in Q1 2022.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.