CPC
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Consolidated Planning Corp’s Estee Lauder EL Stock Holding History

Consolidated Planning Corp’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
-5,493
Closed -$1.35M – 166
2023
Q1 		$1.35M Buy
5,493
+331
+6% +$84.1K 0.35% 70
2022
Q4 		$1.28M Buy
5,162
+406
+9% +$90.7K 0.35% 71
2022
Q3 		$1.03M Buy
4,756
+420
+10% +$107K 0.32% 71
2022
Q2 		$1.1M Buy
+4,336
New +$1.1M 0.35% 70
2021
Q4 		– Sell
-21
Closed -$6K – 176
2021
Q3 		$6K Buy
+21
New +$6.86K ﹤0.01% 340

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Consolidated Planning Corp's EL Position: Q2 2023 in Review

Consolidated Planning Corp sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 5,493 shares — an estimated $1.35M sold.

Consolidated Planning Corp first reported a position in EL in Q3 2021 and held it in 5 quarters. The position peaked at $1.35M in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Consolidated Planning Corp reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 5,493 Estee Lauder shares in Q2 2023, an estimated $1.35M.
  • Consolidated Planning Corp first reported a position in Estee Lauder in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Estee Lauder position peaked at $1.35M in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Consolidated Planning Corp's 13F filing for Q2 2023, filed 14 Aug 2023.