Financial Gravity Asset Management’s Estee Lauder EL Stock Holding History

Financial Gravity Asset 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 Q3	–	Sell	-196	Closed	-$51	–	1400
2023 Q2	$51	Buy	+196	New	+$41.6K	﹤0.01%	1394
2023 Q1	–	Sell	-248	Closed	-$64	–	1297
2022 Q4	$64	Buy	+248	New	+$55.4K	﹤0.01%	1188
2020 Q2	–	Sell	-292	Closed	-$13.6K	–	258
2020 Q1	$13.6K	Sell	292 -229	-44%	-$44.2K	0.04%	169
2019 Q4	$296K	Sell	521 -48	-8%	-$9.32K	0.2%	58
2019 Q3	$113K	Sell	569 -257	-31%	-$49.1K	0.1%	188
2019 Q2	$151K	Buy	826 +523	+173%	+$89.4K	0.12%	180
2019 Q1	$50K	Buy	+303	New	+$44.5K	0.04%	315
2018 Q3	$9K	Buy	72 +64	+800%	+$8.88K	0.01%	594
2018 Q2	$1K	Sell	8 -1	-11%	-$148	﹤0.01%	1142
2018 Q1	$1K	Buy	+9	New	+$1.25K	﹤0.01%	1114

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Asset Management's EL Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 196 shares — an estimated $51 sold.

Financial Gravity Asset Management first reported a position in EL in Q1 2018 and held it in 10 quarters. The position peaked at $296K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Financial Gravity Asset Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 196 Estee Lauder shares in Q3 2023, an estimated $51.
Financial Gravity Asset Management first reported a position in Estee Lauder in Q1 2018 and held it in 10 quarters.
Financial Gravity Asset Management's Estee Lauder position peaked at $296K in Q4 2019.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.