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Elwood & Goetz Wealth Advisory Group’s Estee Lauder EL Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-600
Closed -$222K – 67
2021
Q4 		$222K Buy
+600
New +$204K 0.07% 55

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

Elwood & Goetz Wealth Advisory Group's EL Position: Q1 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 600 shares — an estimated $222K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 600 Estee Lauder shares in Q1 2022, an estimated $222K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Estee Lauder position peaked at $222K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2022, filed 15 Apr 2022.