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Angeles Investment Advisors’s Estee Lauder EL Stock Holding History

Angeles Investment 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
Q2 		– Sell
-1,002
Closed -$273K – 114
2022
Q1 		$273K Sell
1,002
-5,120
-84% -$1.54M 0.02% 97
2021
Q4 		$2.27M Sell
6,122
-250
-4% -$84.8K 0.11% 41
2021
Q3 		$1.91M Buy
6,372
+2,260
+55% +$738K 0.11% 53
2021
Q2 		$1.31M Buy
4,112
+267
+7% +$80.9K 0.08% 48
2021
Q1 		$1.12M Buy
3,845
+350
+10% +$95.8K 0.09% 41
2020
Q4 		$930K Buy
3,495
+1,695
+94% +$408K 0.09% 38
2020
Q3 		$393K Buy
1,800
+300
+20% +$61.7K 0.05% 75
2020
Q2 		$283K Buy
+1,500
New +$268K 0.04% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Investment Advisors's EL Position: Q2 2022 in Review

Angeles Investment Advisors sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 1,002 shares — an estimated $273K sold.

Angeles Investment Advisors first reported a position in EL in Q2 2020 and held it in 8 quarters. The position peaked at $2.27M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Angeles Investment Advisors reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,002 Estee Lauder shares in Q2 2022, an estimated $273K.
  • Angeles Investment Advisors first reported a position in Estee Lauder in Q2 2020 and held it in 8 quarters.
  • Angeles Investment Advisors's Estee Lauder position peaked at $2.27M in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Angeles Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.