EH
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Equitable Holdings’s Estee Lauder EL Stock Holding History

Equitable Holdings’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
Q1 		– Sell
-859
Closed -$213K – 980
2022
Q4 		$213K Buy
+859
New +$192K ﹤0.01% 835
2022
Q3 		– Sell
-799
Closed -$203K – 878
2022
Q2 		$203K Buy
+799
New +$203K ﹤0.01% 815

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Holdings's EL Position: Q1 2023 in Review

Equitable Holdings sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 859 shares — an estimated $213K sold.

Equitable Holdings first reported a position in EL in Q2 2022 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Equitable Holdings reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Equitable Holdings sold 859 Estee Lauder shares in Q1 2023, an estimated $213K.
  • Equitable Holdings first reported a position in Estee Lauder in Q2 2022 and held it in 2 quarters.
  • Equitable Holdings's Estee Lauder position peaked at $213K in Q4 2022.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Equitable Holdings's 13F filing for Q1 2023, filed 15 May 2023.