Focused Wealth Management’s Estee Lauder EL Stock Holding History

Focused 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
2018 Q4	–	Sell	-10,000	Closed	-$29K	–	706
2018 Q3	$29K	Buy	+10,000	New	+$1.39M	0.01%	338

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

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

Focused Wealth Management's EL Position: Q1 2022 in Review

Focused Wealth Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 425 shares — an estimated $157K sold.

Focused Wealth Management first reported a position in EL in Q2 2021 and held it in 3 quarters. The position peaked at $157K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Focused Wealth Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
Focused Wealth Management sold 425 Estee Lauder shares in Q1 2022, an estimated $157K.
Focused Wealth Management first reported a position in Estee Lauder in Q2 2021 and held it in 3 quarters.
Focused Wealth Management's Estee Lauder position peaked at $157K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.