Avitas Wealth Management’s Estee Lauder EL Stock Holding History

Avitas 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 Q2	–	Sell	-3,408	Closed	-$928K	–	204
2022 Q1	$928K	Buy	+3,408	New	+$1.03M	0.17%	131

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's EL Position: Q2 2022 in Review

Avitas Wealth Management sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 3,408 shares — an estimated $928K sold.

Avitas Wealth Management first reported a position in EL in Q1 2022 and held it in 1 quarter. The position peaked at $928K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

Avitas Wealth Management reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
Avitas Wealth Management sold 3,408 Estee Lauder shares in Q2 2022, an estimated $928K.
Avitas Wealth Management first reported a position in Estee Lauder in Q1 2022 and held it in 1 quarter.
Avitas Wealth Management's Estee Lauder position peaked at $928K in Q1 2022.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.