Bedel Financial Consulting’s Estee Lauder EL Stock Holding History

Bedel Financial Consulting’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	-49	Closed	-$13K	–	385
2022 Q1	$13K	Sell	49 -8	-14%	-$2.41K	﹤0.01%	614
2021 Q4	$21K	Buy	57 +8	+16%	+$2.71K	0.01%	556
2021 Q3	$15K	Hold	49	–	–	0.01%	597
2021 Q2	$16K	Sell	49 -9	-16%	-$2.73K	0.01%	591
2021 Q1	$17K	Buy	58 +9	+18%	+$2.46K	0.01%	538
2020 Q4	$13K	Hold	49	–	–	0.01%	513
2020 Q3	$11K	Hold	49	–	–	0.01%	495
2020 Q2	$9K	Hold	49	–	–	﹤0.01%	502
2020 Q1	$8K	Hold	49	–	–	0.01%	505
2019 Q4	$10K	Buy	49 +19	+63%	+$3.69K	0.01%	503
2019 Q3	$6K	Hold	30	–	–	﹤0.01%	542
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	567
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	566
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	555
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	590
2018 Q2	$4K	Sell	30 -10	-25%	-$1.48K	﹤0.01%	569
2018 Q1	$6K	Buy	+40	New	+$5.54K	﹤0.01%	522

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

Bedel Financial Consulting's EL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 49 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in EL in Q1 2018 and held it in 17 quarters. The position peaked at $21K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

Bedel Financial Consulting reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 49 Estee Lauder shares in Q2 2022, an estimated $13K.
Bedel Financial Consulting first reported a position in Estee Lauder in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Estee Lauder position peaked at $21K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.