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Cedar Wealth Management’s Estee Lauder EL Stock Holding History

Cedar Wealth 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
Q1 		– Sell
-2
Closed -$496 – 301
2022
Q4 		$496 Sell
2
-6
-75% -$1.34K ﹤0.01% 290
2022
Q3 		$2K Hold
8
– – ﹤0.01% 302
2022
Q2 		$2K Hold
8
– – ﹤0.01% 315
2022
Q1 		$2K Hold
8
– – ﹤0.01% 347
2021
Q4 		$3K Buy
+8
New +$2.71K ﹤0.01% 333
2018
Q3 		– Sell
-53
Closed -$8K – 193
2018
Q2 		$8K Buy
+53
New +$7.84K ﹤0.01% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Wealth Management's EL Position: Q1 2023 in Review

Cedar Wealth Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 2 shares — an estimated $496 sold.

Cedar Wealth Management first reported a position in EL in Q2 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Cedar Wealth Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 2 Estee Lauder shares in Q1 2023, an estimated $496.
  • Cedar Wealth Management first reported a position in Estee Lauder in Q2 2018 and held it in 6 quarters.
  • Cedar Wealth Management's Estee Lauder position peaked at $8K in Q2 2018.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.