Clarus Wealth Advisors’s Estee Lauder EL Stock Holding History

Clarus Wealth 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
2022 Q1	–	Sell	-1,387	Closed	-$479K	–	115
2021 Q4	$479K	Sell	1,387 -34	-2%	-$11.5K	0.28%	57
2021 Q3	$445K	Buy	+1,421	New	+$464K	0.27%	63
2019 Q3	–	Sell	-32	Closed	-$6K	–	247
2019 Q2	$6K	Buy	+32	New	+$5.47K	﹤0.01%	474
2018 Q3	–	Sell	-1,180	Closed	-$177K	–	724
2018 Q2	$177K	Buy	+1,180	New	+$175K	0.13%	126

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

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

Clarus Wealth Advisors's EL Position: Q1 2022 in Review

Clarus Wealth Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 1,387 shares — an estimated $479K sold.

Clarus Wealth Advisors first reported a position in EL in Q2 2018 and held it in 4 quarters. The position peaked at $479K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Clarus Wealth Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 1,387 Estee Lauder shares in Q1 2022, an estimated $479K.
Clarus Wealth Advisors first reported a position in Estee Lauder in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Estee Lauder position peaked at $479K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Clarus Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.