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Angeles Wealth Management’s Estee Lauder EL Stock Holding History

Angeles 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 		– Sell
-1,914
Closed -$413K – 215
2022
Q3 		$413K Sell
1,914
-209
-10% -$53.4K 0.08% 106
2022
Q2 		$541K Sell
2,123
-1,104
-34% -$280K 0.11% 99
2022
Q1 		$879K Buy
+3,227
New +$971K 0.17% 73

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Angeles Wealth Management sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 1,914 shares — an estimated $413K sold.

Angeles Wealth Management first reported a position in EL in Q1 2022 and held it in 3 quarters. The position peaked at $879K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Angeles Wealth Management reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • Angeles Wealth Management sold 1,914 Estee Lauder shares in Q4 2022, an estimated $413K.
  • Angeles Wealth Management first reported a position in Estee Lauder in Q1 2022 and held it in 3 quarters.
  • Angeles Wealth Management's Estee Lauder position peaked at $879K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Angeles Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.