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BOS Asset Management’s Estee Lauder EL Stock Holding History

BOS Asset 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
2023
Q2 		– Sell
-935
Closed -$230K – 130
2023
Q1 		$230K Buy
935
+49
+6% +$12.4K 0.19% 111
2022
Q4 		$220K Buy
+886
New +$198K 0.2% 111

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BOS Asset Management's EL Position: Q2 2023 in Review

BOS Asset Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 935 shares — an estimated $230K sold.

BOS Asset Management first reported a position in EL in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • BOS Asset Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • BOS Asset Management sold 935 Estee Lauder shares in Q2 2023, an estimated $230K.
  • BOS Asset Management first reported a position in Estee Lauder in Q4 2022 and held it in 2 quarters.
  • BOS Asset Management's Estee Lauder position peaked at $230K in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on BOS Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.