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Eagle Global Advisors’s Estee Lauder EL Stock Holding History

Eagle Global 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
Q1 		– Sell
-660
Closed -$244K – 243
2021
Q4 		$244K Sell
660
-100
-13% -$33.9K 0.02% 218
2021
Q3 		$228K Hold
760
– – 0.02% 223
2021
Q2 		$242K Sell
760
-150
-16% -$45.5K 0.02% 230
2021
Q1 		$265K Hold
910
– – 0.02% 225
2020
Q4 		$242K Sell
910
-100
-10% -$24.1K 0.02% 197
2020
Q3 		$220K Buy
+1,010
New +$208K 0.02% 193

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eagle Global Advisors's EL Position: Q1 2022 in Review

Eagle Global Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 660 shares — an estimated $244K sold.

Eagle Global Advisors first reported a position in EL in Q3 2020 and held it in 6 quarters. The position peaked at $265K in Q1 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Eagle Global Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Eagle Global Advisors sold 660 Estee Lauder shares in Q1 2022, an estimated $244K.
  • Eagle Global Advisors first reported a position in Estee Lauder in Q3 2020 and held it in 6 quarters.
  • Eagle Global Advisors's Estee Lauder position peaked at $265K in Q1 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Eagle Global Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.