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DCM Advisors’s Estee Lauder EL Stock Holding History

DCM Advisors’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
-1,500
Closed -$408K – 203
2022
Q1 		$408K Hold
1,500
– – 0.14% 133
2021
Q4 		$555K Hold
1,500
– – 0.16% 130
2021
Q3 		$450K Hold
1,500
– – 0.17% 143
2021
Q2 		$477K Hold
1,500
– – 0.27% 113
2021
Q1 		$436K Buy
1,500
+400
+36% +$110K 0.25% 126
2020
Q4 		$293K Buy
+1,100
New +$265K 0.17% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM Advisors's EL Position: Q2 2022 in Review

DCM Advisors sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 1,500 shares — an estimated $408K sold.

DCM Advisors first reported a position in EL in Q4 2020 and held it in 6 quarters. The position peaked at $555K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • DCM Advisors reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • DCM Advisors sold 1,500 Estee Lauder shares in Q2 2022, an estimated $408K.
  • DCM Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 6 quarters.
  • DCM Advisors's Estee Lauder position peaked at $555K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.