Daniel L. Goodwin’s Estee Lauder EL Stock Holding History

Daniel L. Goodwin’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	-900	Closed	-$229K	–	90
2022 Q2	$229K	Hold	900	–	–	0.13%	77
2022 Q1	$244K	Hold	900	–	–	0.11%	79
2021 Q4	$333K	Hold	900	–	–	0.15%	68
2021 Q3	$270K	Hold	900	–	–	0.13%	89
2021 Q2	$287K	Hold	900	–	–	0.14%	86
2021 Q1	$261K	Hold	900	–	–	0.14%	83
2020 Q4	$239K	Sell	900 -2,000	-69%	-$481K	0.14%	80
2020 Q3	$634K	Hold	2,900	–	–	0.44%	44
2020 Q2	$547K	Buy	+2,900	New	+$518K	0.34%	51

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

Daniel L. Goodwin's EL Position: Q3 2022 in Review

Daniel L. Goodwin sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 900 shares — an estimated $229K sold.

Daniel L. Goodwin first reported a position in EL in Q2 2020 and held it in 9 quarters. The position peaked at $634K in Q3 2020. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

Daniel L. Goodwin reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
Daniel L. Goodwin sold 900 Estee Lauder shares in Q3 2022, an estimated $229K.
Daniel L. Goodwin first reported a position in Estee Lauder in Q2 2020 and held it in 9 quarters.
Daniel L. Goodwin's Estee Lauder position peaked at $634K in Q3 2020.
1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Daniel L. Goodwin's 13F filing for Q3 2022, filed 19 Oct 2022.