Fort Point Capital Partners’s Estee Lauder EL Stock Holding History

Fort Point Capital Partners’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	-1,415	Closed	-$278K	–	291
2023 Q2	$278K	Sell	1,415 -442	-24%	-$93.8K	0.04%	224
2023 Q1	$458K	Buy	1,857 +32	+2%	+$8.13K	0.07%	167
2022 Q4	$453K	Sell	1,825 -10	-0.5%	-$2.23K	0.07%	161
2022 Q3	$396K	Buy	1,835 +45	+3%	+$11.5K	0.07%	170
2022 Q2	$456K	Buy	1,790 +140	+8%	+$35.5K	0.07%	167
2022 Q1	$449K	Buy	1,650 +465	+39%	+$140K	0.06%	183
2021 Q4	$439K	Sell	1,185 -1	-0.1%	-$339	0.06%	179
2021 Q3	$356K	Buy	+1,186	New	+$387K	0.05%	177
2018 Q3	–	Sell	-2,547	Closed	-$363K	–	162
2018 Q2	$363K	Buy	+2,547	New	+$377K	0.12%	83

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

Fort Point Capital Partners's EL Position: Q3 2023 in Review

Fort Point Capital Partners sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,415 shares — an estimated $278K sold.

Fort Point Capital Partners first reported a position in EL in Q2 2018 and held it in 9 quarters. The position peaked at $458K in Q1 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Fort Point Capital Partners reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Fort Point Capital Partners sold 1,415 Estee Lauder shares in Q3 2023, an estimated $278K.
Fort Point Capital Partners first reported a position in Estee Lauder in Q2 2018 and held it in 9 quarters.
Fort Point Capital Partners's Estee Lauder position peaked at $458K in Q1 2023.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Fort Point Capital Partners's 13F filing for Q3 2023, filed 8 Nov 2023.