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Beaumont Financial Advisors’s Estee Lauder EL Stock Holding History

Beaumont 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
2022
Q1 		– Sell
-625
Closed -$231K – 361
2021
Q4 		$231K Sell
625
-195
-24% -$66.2K 0.02% 327
2021
Q3 		$246K Hold
820
– – 0.02% 306
2021
Q2 		$261K Hold
820
– – 0.02% 315
2021
Q1 		$239K Buy
+820
New +$225K 0.02% 308

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaumont Financial Advisors's EL Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 625 shares — an estimated $231K sold.

Beaumont Financial Advisors first reported a position in EL in Q1 2021 and held it in 4 quarters. The position peaked at $261K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 625 Estee Lauder shares in Q1 2022, an estimated $231K.
  • Beaumont Financial Advisors first reported a position in Estee Lauder in Q1 2021 and held it in 4 quarters.
  • Beaumont Financial Advisors's Estee Lauder position peaked at $261K in Q2 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.