EWM
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EPG Wealth Management’s Estee Lauder EL Stock Holding History

EPG 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
2023
Q2 		– Sell
-1,652
Closed -$407K – 414
2023
Q1 		$407K Buy
1,652
+669
+68% +$170K 0.13% 156
2022
Q4 		$244K Sell
983
-1,131
-54% -$253K 0.09% 185
2022
Q3 		$456K Buy
2,114
+1,244
+143% +$318K 0.19% 110
2022
Q2 		$222K Buy
870
+32
+4% +$8.12K 0.09% 197
2022
Q1 		$228K Sell
838
-37
-4% -$11.1K 0.08% 212
2021
Q4 		$324K Buy
875
+66
+8% +$22.4K 0.11% 162
2021
Q3 		$243K Buy
809
+59
+8% +$19.3K 0.1% 180
2021
Q2 		$239K Sell
750
-10
-1% -$3.03K 0.1% 178
2021
Q1 		$221K Buy
+760
New +$208K 0.11% 173
2020
Q2 		– Sell
-529
Closed -$84K – 315
2020
Q1 		$84K Sell
529
-328
-38% -$63.3K 0.06% 198
2019
Q4 		$177K Buy
+857
New +$166K 0.13% 107

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EPG Wealth Management's EL Position: Q2 2023 in Review

EPG Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,652 shares — an estimated $407K sold.

EPG Wealth Management first reported a position in EL in Q4 2019 and held it in 11 quarters. The position peaked at $456K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • EPG Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • EPG Wealth Management sold 1,652 Estee Lauder shares in Q2 2023, an estimated $407K.
  • EPG Wealth Management first reported a position in Estee Lauder in Q4 2019 and held it in 11 quarters.
  • EPG Wealth Management's Estee Lauder position peaked at $456K in Q3 2022.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on EPG Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.