GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Estee Lauder EL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q2 		– Sell
-1,193
Closed -$294K – 269
2023
Q1 		$294K Buy
1,193
+194
+19% +$49.3K 0.02% 203
2022
Q4 		$248K Buy
+999
New +$223K 0.02% 209
2022
Q1 		– Sell
-644
Closed -$238K – 262
2021
Q4 		$238K Sell
644
-187
-23% -$63.5K 0.02% 242
2021
Q3 		$249K Buy
831
+2
+0.2% +$653 0.03% 163
2021
Q2 		$263K Buy
829
+2
+0.2% +$606 0.03% 207
2021
Q1 		$240K Hold
827
– – 0.03% 190
2020
Q4 		$220K Buy
+827
New +$199K 0.03% 164
2018
Q4 		– Sell
-2,220
Closed -$323K – 118
2018
Q3 		$323K Hold
2,220
– – 0.09% 86
2018
Q2 		$316K Hold
2,220
– – 0.09% 80
2018
Q1 		$332K Hold
2,220
– – 0.11% 78
2017
Q4 		$282K Buy
+2,220
New +$267K 0.1% 93

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EL Position: Q2 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,193 shares — an estimated $294K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EL in Q4 2017 and held it in 11 quarters. The position peaked at $332K in Q1 2018. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,193 Estee Lauder shares in Q2 2023, an estimated $294K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Estee Lauder in Q4 2017 and held it in 11 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Estee Lauder position peaked at $332K in Q1 2018.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.