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Cary Street Partners Asset Management’s Estee Lauder EL Stock Holding History

Cary Street Partners 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
-100
Closed -$24.6K – 248
2023
Q1 		$24.6K Hold
100
– – ﹤0.01% 290
2022
Q4 		$24.8K Hold
100
– – 0.01% 308
2022
Q3 		$22K Buy
+100
New +$25.5K 0.01% 272

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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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
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cary Street Partners Asset Management's EL Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 100 shares — an estimated $24.6K sold.

Cary Street Partners Asset Management first reported a position in EL in Q3 2022 and held it in 3 quarters. The position peaked at $24.8K in Q4 2022. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Cary Street Partners Asset Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Asset Management sold 100 Estee Lauder shares in Q2 2023, an estimated $24.6K.
  • Cary Street Partners Asset Management first reported a position in Estee Lauder in Q3 2022 and held it in 3 quarters.
  • Cary Street Partners Asset Management's Estee Lauder position peaked at $24.8K in Q4 2022.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.