First Capital Advisors Group’s Estee Lauder EL Stock Holding History

First Capital Advisors 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
2023 Q2	$22.8K	Buy	+116	New	+$24.6K	0.01%	403
2018 Q2	–	Sell	-116	Closed	-$17K	–	332
2018 Q1	$17K	Buy	+116	New	+$16.1K	0.01%	459

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

First Capital Advisors Group's EL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Estee Lauder (EL) in Q2 2023: 116 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in EL as recently as Q1 2018.

First Capital Advisors Group first reported a position in EL in Q1 2018 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

First Capital Advisors Group held 116 shares of Estee Lauder worth $22.8K as of Q2 2023.
Estee Lauder was a new First Capital Advisors Group position in Q2 2023.
Estee Lauder made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #403 holding.
First Capital Advisors Group first reported a position in Estee Lauder in Q1 2018 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.