Essex Financial Services’s Estee Lauder EL Stock Holding History

Essex Financial Services’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	-815	Closed	-$201K	–	485
2023 Q1	$201K	Buy	+815	New	+$207K	0.02%	464
2022 Q3	–	Sell	-815	Closed	-$208K	–	468
2022 Q2	$208K	Sell	815 -13	-2%	-$3.3K	0.02%	458
2022 Q1	$225K	Sell	828 -178	-18%	-$53.6K	0.02%	440
2021 Q4	$372K	Buy	1,006 +16	+2%	+$5.43K	0.04%	332
2021 Q3	$297K	Buy	990 +59	+6%	+$19.3K	0.03%	347
2021 Q2	$271K	Hold	931	–	–	0.04%	345
2021 Q1	$271K	Sell	931 -10	-1%	-$2.74K	0.05%	281
2020 Q4	$250K	Buy	941 +20	+2%	+$4.81K	0.05%	271
2020 Q3	$201K	Buy	+921	New	+$190K	0.05%	266

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Essex Financial Services's EL Position: Q2 2023 in Review

Essex Financial Services sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 815 shares — an estimated $201K sold.

Essex Financial Services first reported a position in EL in Q3 2020 and held it in 9 quarters. The position peaked at $372K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Essex Financial Services reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Essex Financial Services sold 815 Estee Lauder shares in Q2 2023, an estimated $201K.
Essex Financial Services first reported a position in Estee Lauder in Q3 2020 and held it in 9 quarters.
Essex Financial Services's Estee Lauder position peaked at $372K in Q4 2021.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.