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Coastline Trust’s Estee Lauder EL Stock Holding History

Coastline Trust’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
Q2 		– Sell
-1,860
Closed -$458K – 286
2023
Q1 		$458K Hold
1,860
– – 0.07% 221
2022
Q4 		$461K Sell
1,860
-625
-25% -$140K 0.07% 220
2022
Q3 		$536K Buy
2,485
+925
+59% +$236K 0.09% 207
2022
Q2 		$398K Hold
1,560
– – 0.06% 254
2022
Q1 		$425K Buy
1,560
+425
+37% +$128K 0.05% 262
2021
Q4 		$420K Hold
1,135
– – 0.05% 258
2021
Q3 		$340K Buy
+1,135
New +$371K 0.04% 271

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Coastline Trust's EL Position: Q2 2023 in Review

Coastline Trust sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,860 shares — an estimated $458K sold.

Coastline Trust first reported a position in EL in Q3 2021 and held it in 7 quarters. The position peaked at $536K in Q3 2022. 1,128 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Coastline Trust reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Coastline Trust sold 1,860 Estee Lauder shares in Q2 2023, an estimated $458K.
  • Coastline Trust first reported a position in Estee Lauder in Q3 2021 and held it in 7 quarters.
  • Coastline Trust's Estee Lauder position peaked at $536K in Q3 2022.
  • 1,128 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Coastline Trust's 13F filing for Q2 2023, filed 7 Aug 2023.