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B. Riley Wealth Management’s Estee Lauder EL Stock Holding History

B. Riley 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 		$388 Buy
1,523
+11
+0.7% +$2.79K ﹤0.01% 469
2022
Q1 		$412K Buy
1,512
+168
+13% +$50.6K 0.03% 370
2021
Q4 		$498K Buy
1,344
+380
+39% +$129K 0.03% 356
2021
Q3 		$289K Buy
+964
New +$315K 0.02% 469

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

B. Riley Wealth Management's EL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Estee Lauder (EL) stake by 0.73% in Q2 2022, buying an estimated $2.79K and bringing the position to 1,523 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #469.

B. Riley Wealth Management first reported a position in EL in Q3 2021 and has held it in 4 quarters since. The position peaked at $498K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • B. Riley Wealth Management held 1,523 shares of Estee Lauder worth $388 as of Q2 2022.
  • B. Riley Wealth Management bought 11 Estee Lauder shares in Q2 2022, an estimated $2.79K.
  • Estee Lauder made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #469 holding.
  • B. Riley Wealth Management first reported a position in Estee Lauder in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Estee Lauder position peaked at $498K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.