BSW Wealth Partners’s Estee Lauder EL Stock Holding History

BSW Wealth Partners’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	-621	Closed	-$230K	–	294
2021 Q4	$230K	Buy	+621	New	+$211K	0.06%	227

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BSW Wealth Partners's EL Position: Q1 2022 in Review

BSW Wealth Partners sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 621 shares — an estimated $230K sold.

BSW Wealth Partners first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

BSW Wealth Partners reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
BSW Wealth Partners sold 621 Estee Lauder shares in Q1 2022, an estimated $230K.
BSW Wealth Partners first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
BSW Wealth Partners's Estee Lauder position peaked at $230K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on BSW Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.