CIA
EL icon

Capital Investment Advisors’s Estee Lauder EL Stock Holding History

Capital Investment 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
Q3 		– Sell
-1,799
Closed -$353K – 606
2023
Q2 		$353K Buy
1,799
+383
+27% +$81.3K 0.01% 396
2023
Q1 		$349K Buy
+1,416
New +$360K 0.01% 417

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisors's EL Position: Q3 2023 in Review

Capital Investment Advisors sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,799 shares — an estimated $353K sold.

Capital Investment Advisors first reported a position in EL in Q1 2023 and held it in 2 quarters. The position peaked at $353K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Capital Investment Advisors reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 1,799 Estee Lauder shares in Q3 2023, an estimated $353K.
  • Capital Investment Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 2 quarters.
  • Capital Investment Advisors's Estee Lauder position peaked at $353K in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Capital Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.