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Freedman Financial Associates’s Estee Lauder EL Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-50
Closed -$14K – 117
2022
Q1 		$14K Hold
50
– – 0.01% 325
2021
Q4 		$19K Hold
50
– – 0.01% 291
2021
Q3 		$15K Hold
50
– – 0.01% 314
2021
Q2 		$16K Hold
50
– – 0.01% 311
2021
Q1 		$15K Hold
50
– – 0.01% 324
2020
Q4 		$13K Buy
+50
New +$12K 0.01% 329

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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

Freedman Financial Associates's EL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 50 shares — an estimated $14K sold.

Freedman Financial Associates first reported a position in EL in Q4 2020 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 50 Estee Lauder shares in Q2 2022, an estimated $14K.
  • Freedman Financial Associates first reported a position in Estee Lauder in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Estee Lauder position peaked at $19K in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.