Goepper Burkhardt’s Estee Lauder EL Stock Holding History

Goepper Burkhardt’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	-1,202	Closed	-$236K	–	68
2023 Q2	$236K	Hold	1,202	–	–	0.14%	60
2023 Q1	$296K	Hold	1,202	–	–	0.19%	51
2022 Q4	$298K	Hold	1,202	–	–	0.21%	44
2022 Q3	$260K	Hold	1,202	–	–	0.19%	50
2022 Q2	$306K	Hold	1,202	–	–	0.22%	48
2022 Q1	$327K	Hold	1,202	–	–	0.2%	47
2021 Q4	$445K	Hold	1,202	–	–	0.26%	39
2021 Q3	$361K	Hold	1,202	–	–	0.23%	44
2021 Q2	$382K	Hold	1,202	–	–	0.24%	41
2021 Q1	$350K	Hold	1,202	–	–	0.24%	43
2020 Q4	$320K	Buy	+1,202	New	+$289K	0.23%	45

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goepper Burkhardt's EL Position: Q3 2023 in Review

Goepper Burkhardt sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,202 shares — an estimated $236K sold.

Goepper Burkhardt first reported a position in EL in Q4 2020 and held it in 11 quarters. The position peaked at $445K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Goepper Burkhardt reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Goepper Burkhardt sold 1,202 Estee Lauder shares in Q3 2023, an estimated $236K.
Goepper Burkhardt first reported a position in Estee Lauder in Q4 2020 and held it in 11 quarters.
Goepper Burkhardt's Estee Lauder position peaked at $445K in Q4 2021.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Goepper Burkhardt's 13F filing for Q3 2023, filed 13 Nov 2023.