Crestwood Advisors Group’s Estee Lauder EL Stock Holding History

Crestwood Advisors Group’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	-622	Closed	-$230K	–	298
2021 Q4	$230K	Buy	+622	New	+$211K	0.01%	272

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

Crestwood Advisors Group's EL Position: Q1 2022 in Review

Crestwood Advisors Group sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 622 shares — an estimated $230K sold.

Crestwood Advisors Group first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Crestwood Advisors Group reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
Crestwood Advisors Group sold 622 Estee Lauder shares in Q1 2022, an estimated $230K.
Crestwood Advisors Group first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
Crestwood Advisors Group's Estee Lauder position peaked at $230K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

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