CFM Wealth Partners’s Estee Lauder EL Stock Holding History

CFM 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
2023 Q3	–	Sell	-6,561	Closed	-$1.29M	–	143
2023 Q2	$1.29M	Sell	6,561 -896	-12%	-$190K	0.31%	70
2023 Q1	$1.84M	Buy	7,457 +130	+2%	+$33K	0.5%	56
2022 Q4	$1.82M	Buy	7,327 +288	+4%	+$64.3K	0.54%	52
2022 Q3	$1.52M	Buy	7,039 +254	+4%	+$64.8K	0.49%	54
2022 Q2	$1.73M	Buy	6,785 +215	+3%	+$54.5K	0.52%	51
2022 Q1	$1.79M	Sell	6,570 -111	-2%	-$33.4K	0.43%	63
2021 Q4	$2.47M	Buy	6,681 +1,737	+35%	+$590K	0.55%	50
2021 Q3	$1.48M	Buy	4,944 +794	+19%	+$259K	0.37%	59
2021 Q2	$1.32M	Buy	4,150 +1,785	+75%	+$541K	0.35%	60
2021 Q1	$688K	Buy	2,365 +1,545	+188%	+$423K	0.21%	86
2020 Q4	$218K	Buy	+820	New	+$197K	0.07%	148
2020 Q3	–	Sell	-780	Closed	-$147K	–	250
2020 Q2	$147K	Hold	780	–	–	0.06%	171
2020 Q1	$124K	Hold	780	–	–	0.06%	173
2019 Q4	$170K	Buy	+780	New	+$152K	0.06%	161

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

CFM Wealth Partners's EL Position: Q3 2023 in Review

CFM Wealth Partners sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 6,561 shares — an estimated $1.29M sold.

CFM Wealth Partners first reported a position in EL in Q4 2019 and held it in 14 quarters. The position peaked at $2.47M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

CFM Wealth Partners reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 6,561 Estee Lauder shares in Q3 2023, an estimated $1.29M.
CFM Wealth Partners first reported a position in Estee Lauder in Q4 2019 and held it in 14 quarters.
CFM Wealth Partners's Estee Lauder position peaked at $2.47M in Q4 2021.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.