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Fort Sheridan Advisors’s Estee Lauder EL Stock Holding History

Fort Sheridan Advisors’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
-2,975
Closed -$584K – 199
2023
Q2 		$584K Buy
2,975
+275
+10% +$58.3K 0.13% 105
2023
Q1 		$665K Hold
2,700
– – 0.17% 94
2022
Q4 		$670K Buy
+2,700
New +$603K 0.22% 87

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fort Sheridan Advisors's EL Position: Q3 2023 in Review

Fort Sheridan Advisors sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 2,975 shares — an estimated $584K sold.

Fort Sheridan Advisors first reported a position in EL in Q4 2022 and held it in 3 quarters. The position peaked at $670K in Q4 2022. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Fort Sheridan Advisors reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Fort Sheridan Advisors sold 2,975 Estee Lauder shares in Q3 2023, an estimated $584K.
  • Fort Sheridan Advisors first reported a position in Estee Lauder in Q4 2022 and held it in 3 quarters.
  • Fort Sheridan Advisors's Estee Lauder position peaked at $670K in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Fort Sheridan Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.