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Curated Wealth Partners’s Estee Lauder EL Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-794
Closed -$294K – 141
2022
Q1 		$294K Hold
794
– – 0.1% 113
2021
Q4 		$294K Hold
794
– – 0.1% 117
2021
Q3 		$238K Hold
794
– – 0.13% 124
2021
Q2 		$253K Hold
794
– – 0.14% 122
2021
Q1 		$231K Sell
794
-88
-10% -$24.1K 0.14% 124
2020
Q4 		$235K Buy
+882
New +$212K 0.15% 125

Other funds holding EL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curated Wealth Partners's EL Position: Q2 2022 in Review

Curated Wealth Partners sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 794 shares — an estimated $294K sold.

Curated Wealth Partners first reported a position in EL in Q4 2020 and held it in 6 quarters. The position peaked at $294K in Q1 2022. 1,155 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Curated Wealth Partners reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 794 Estee Lauder shares in Q2 2022, an estimated $294K.
  • Curated Wealth Partners first reported a position in Estee Lauder in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's Estee Lauder position peaked at $294K in Q1 2022.
  • 1,155 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.