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Annapolis Financial Services’s Estee Lauder EL Stock Holding History

Annapolis Financial Services’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
2023
Q4 		– Sell
-3
Closed -$434 – 474
2023
Q3 		$434 Hold
3
– – ﹤0.01% 473
2023
Q2 		$590 Buy
+3
New +$636 ﹤0.01% 472

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annapolis Financial Services's EL Position: Q4 2023 in Review

Annapolis Financial Services sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 3 shares — an estimated $434 sold.

Annapolis Financial Services first reported a position in EL in Q2 2023 and held it in 2 quarters. The position peaked at $590 in Q2 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Annapolis Financial Services reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 3 Estee Lauder shares in Q4 2023, an estimated $434.
  • Annapolis Financial Services first reported a position in Estee Lauder in Q2 2023 and held it in 2 quarters.
  • Annapolis Financial Services's Estee Lauder position peaked at $590 in Q2 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.