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Cherry Tree Wealth Management’s Estee Lauder EL Stock Holding History

Cherry Tree 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
Q3 		– Sell
-1
Closed -$197 – 596
2023
Q2 		$197 Buy
+1
New +$212 ﹤0.01% 593

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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
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

Cherry Tree Wealth Management's EL Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1 share — an estimated $197 sold.

Cherry Tree Wealth Management first reported a position in EL in Q2 2023 and held it in 1 quarter. The position peaked at $197 in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Estee Lauder share in Q3 2023, an estimated $197.
  • Cherry Tree Wealth Management first reported a position in Estee Lauder in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Estee Lauder position peaked at $197 in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.