BDO Wealth Advisors’s Estee Lauder EL Stock Holding History

BDO Wealth 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	$32.8K	Buy	167 +35	+27%	+$7.42K	﹤0.01%	495
2023 Q1	$32.5K	Hold	132	–	–	﹤0.01%	497
2022 Q4	$32.8K	Hold	132	–	–	﹤0.01%	480
2022 Q3	$28K	Hold	132	–	–	﹤0.01%	504
2022 Q2	$34K	Buy	132 +108	+450%	+$27.4K	﹤0.01%	474
2022 Q1	$7K	Hold	24	–	–	﹤0.01%	778
2021 Q4	$9K	Hold	24	–	–	﹤0.01%	738
2021 Q3	$7K	Hold	24	–	–	﹤0.01%	776
2021 Q2	$8K	Hold	24	–	–	﹤0.01%	789
2021 Q1	$7K	Sell	24 -88	-79%	-$24.1K	﹤0.01%	793
2020 Q4	$30K	Buy	112 +88	+367%	+$21.2K	﹤0.01%	407
2020 Q3	$5K	Buy	24 +12	+100%	+$2.47K	﹤0.01%	553
2020 Q2	$2K	Sell	12 -180	-94%	-$32.2K	﹤0.01%	616
2020 Q1	$31K	Buy	+192	New	+$37K	0.01%	387

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

BDO Wealth Advisors's EL Position: Q2 2023 in Review

BDO Wealth Advisors increased its Estee Lauder (EL) stake by 27% in Q2 2023, buying an estimated $7.42K and bringing the position to 167 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

BDO Wealth Advisors first reported a position in EL in Q1 2020 and has held it in 14 quarters since. The position peaked at $34K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

BDO Wealth Advisors held 167 shares of Estee Lauder worth $32.8K as of Q2 2023.
BDO Wealth Advisors bought 35 Estee Lauder shares in Q2 2023, an estimated $7.42K.
Estee Lauder made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #495 holding.
BDO Wealth Advisors first reported a position in Estee Lauder in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Estee Lauder position peaked at $34K in Q2 2022.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.