AWE
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Avidian Wealth Enterprises’s Estee Lauder EL Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-975
Closed -$240K – 431
2023
Q1 		$240K Sell
975
-288
-23% -$73.2K 0.01% 423
2022
Q4 		$313K Buy
+1,263
New +$282K 0.02% 350
2022
Q1 		– Sell
-1,721
Closed -$637K – 519
2021
Q4 		$637K Buy
+1,721
New +$584K 0.04% 261

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State Street
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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avidian Wealth Enterprises's EL Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 975 shares — an estimated $240K sold.

Avidian Wealth Enterprises first reported a position in EL in Q4 2021 and held it in 3 quarters. The position peaked at $637K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 975 Estee Lauder shares in Q2 2023, an estimated $240K.
  • Avidian Wealth Enterprises first reported a position in Estee Lauder in Q4 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Estee Lauder position peaked at $637K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.