Baron Silver Stevens Financial Advisors’s Estee Lauder EL Stock Holding History

Baron Silver Stevens Financial Advisors’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	-836	Closed	-$206K	–	110
2023 Q1	$206K	Buy	+836	New	+$212K	0.05%	102
2022 Q3	–	Sell	-1,208	Closed	-$307K	–	115
2022 Q2	$307K	Buy	1,208 +452	+60%	+$115K	0.08%	79
2022 Q1	$205K	Buy	+756	New	+$227K	0.05%	95
2021 Q1	–	Sell	-13	Closed	-$3K	–	169
2020 Q4	$3K	Buy	+13	New	+$3.13K	﹤0.01%	355

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's EL Position: Q2 2023 in Review

Baron Silver Stevens Financial Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 836 shares — an estimated $206K sold.

Baron Silver Stevens Financial Advisors first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $307K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Baron Silver Stevens Financial Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 836 Estee Lauder shares in Q2 2023, an estimated $206K.
Baron Silver Stevens Financial Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Estee Lauder position peaked at $307K in Q2 2022.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.