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FourThought Financial’s Estee Lauder EL Stock Holding History

FourThought Financial’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
2022
Q3 		$55K Buy
255
+220
+629% +$56.2K 0.01% 576
2022
Q2 		$9K Sell
35
-177
-83% -$44.9K ﹤0.01% 1038
2022
Q1 		$57K Buy
212
+101
+91% +$30.4K 0.01% 621
2021
Q4 		$41K Sell
111
-59
-35% -$20K 0.01% 715
2021
Q3 		$50K Sell
170
-13
-7% -$4.25K 0.01% 693
2021
Q2 		$58K Buy
183
+5
+3% +$1.52K 0.01% 659
2021
Q1 		$51K Hold
178
– – 0.01% 682
2020
Q4 		$47K Buy
+178
New +$42.8K 0.01% 679

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's EL Position: Q3 2022 in Review

FourThought Financial increased its Estee Lauder (EL) stake by 629% in Q3 2022, buying an estimated $56.2K and bringing the position to 255 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #576.

FourThought Financial first reported a position in EL in Q4 2020 and has held it in 8 quarters since. The position peaked at $58K in Q2 2021. 1,125 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • FourThought Financial held 255 shares of Estee Lauder worth $55K as of Q3 2022.
  • FourThought Financial bought 220 Estee Lauder shares in Q3 2022, an estimated $56.2K.
  • Estee Lauder made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #576 holding.
  • FourThought Financial first reported a position in Estee Lauder in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Estee Lauder position peaked at $58K in Q2 2021.
  • 1,125 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.