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Grey Fox Wealth Advisors’s Estee Lauder EL Stock Holding History

Grey Fox Wealth Advisors’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
-11
Closed -$2.71K – 223
2023
Q1 		$2.71K Buy
+11
New +$2.79K ﹤0.01% 398

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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
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 $298B AUM 21.96% 1-Year Est. Return

Grey Fox Wealth Advisors's EL Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 11 shares — an estimated $2.71K sold.

Grey Fox Wealth Advisors first reported a position in EL in Q1 2023 and held it in 1 quarter. The position peaked at $2.71K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 11 Estee Lauder shares in Q2 2023, an estimated $2.71K.
  • Grey Fox Wealth Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Estee Lauder position peaked at $2.71K in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.