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Freestone Capital Holdings’s Estee Lauder EL Stock Holding History

Freestone Capital Holdings’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
-1,413
Closed -$385K – 479
2022
Q1 		$385K Buy
1,413
+742
+111% +$223K 0.02% 417
2021
Q4 		$248K Buy
+671
New +$228K 0.01% 435
2021
Q1 		– Sell
-101
Closed -$26.9K – 596
2020
Q4 		$26.9K Hold
101
– – ﹤0.01% 688
2020
Q3 		$22K Buy
+101
New +$20.8K ﹤0.01% 632

Other funds holding EL

Vanguard Group
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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
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

Freestone Capital Holdings's EL Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 1,413 shares — an estimated $385K sold.

Freestone Capital Holdings first reported a position in EL in Q3 2020 and held it in 4 quarters. The position peaked at $385K in Q1 2022. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,413 Estee Lauder shares in Q2 2022, an estimated $385K.
  • Freestone Capital Holdings first reported a position in Estee Lauder in Q3 2020 and held it in 4 quarters.
  • Freestone Capital Holdings's Estee Lauder position peaked at $385K in Q1 2022.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.