Curi Wealth Management’s Estee Lauder EL Stock Holding History

Curi 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	-6	Closed	-$2K	–	344
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	516
2022 Q1	$1K	Sell	6 -1	-14%	-$301	﹤0.01%	480
2021 Q4	$2K	Buy	+7	New	+$2.38K	﹤0.01%	414
2021 Q1	–	Sell	-5	Closed	-$1K	–	217
2020 Q4	$1K	Buy	+5	New	+$1.2K	﹤0.01%	354

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

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

Curi Wealth Management sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 6 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

Curi Wealth Management reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 6 Estee Lauder shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Estee Lauder position peaked at $2K in Q2 2022.
1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.