ClientFirst Wealth Management’s Estee Lauder EL Stock Holding History

ClientFirst 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
2022 Q3	–	Sell	-5,000	Closed	-$1.27M	–	26
2022 Q2	$1.27M	Hold	5,000	–	–	1.94%	11
2022 Q1	$1.36M	Hold	5,000	–	–	1.25%	11
2021 Q4	$1.39M	Buy	+5,000	New	+$1.7M	1.25%	11

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

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

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

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

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

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

ClientFirst Wealth Management's EL Position: Q3 2022 in Review

ClientFirst Wealth Management sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 5,000 shares — an estimated $1.27M sold.

ClientFirst Wealth Management first reported a position in EL in Q4 2021 and held it in 3 quarters. The position peaked at $1.39M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

ClientFirst Wealth Management reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
ClientFirst Wealth Management sold 5,000 Estee Lauder shares in Q3 2022, an estimated $1.27M.
ClientFirst Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 3 quarters.
ClientFirst Wealth Management's Estee Lauder position peaked at $1.39M in Q4 2021.
1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on ClientFirst Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.