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Guardian Capital (Canada)’s Estee Lauder EL Stock Holding History

Guardian Capital (Canada)’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
-3,008
Closed -$819K – 180
2022
Q1 		$819K Buy
3,008
+595
+25% +$179K 0.02% 146
2021
Q4 		$893K Sell
2,413
-101
-4% -$34.3K 0.02% 140
2021
Q3 		$754K Buy
2,514
+136
+6% +$44.4K 0.02% 143
2021
Q2 		$756K Sell
2,378
-172
-7% -$52.1K 0.01% 146
2021
Q1 		$742K Sell
2,550
-1,037
-29% -$284K 0.01% 144
2020
Q4 		$955K Buy
3,587
+51
+1% +$12.3K 0.02% 132
2020
Q3 		$772K Buy
3,536
+521
+17% +$107K 0.02% 132
2020
Q2 		$569K Sell
3,015
-1,451
-32% -$259K 0.01% 129
2020
Q1 		$712K Sell
4,466
-200
-4% -$38.6K 0.02% 112
2019
Q4 		$964K Buy
4,666
+322
+7% +$62.5K 0.02% 111
2019
Q3 		$864K Buy
+4,344
New +$831K 0.02% 111
2018
Q1 		– Sell
-2,701
Closed -$344K – 185
2017
Q4 		$344K Buy
+2,701
New +$324K 0.01% 163
2014
Q3 		– Sell
-3,085
Closed -$229K – 213
2014
Q2 		$229K Buy
+3,085
New +$227K ﹤0.01% 191

Other funds holding EL

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

Guardian Capital (Canada)'s EL Position: Q2 2022 in Review

Guardian Capital (Canada) sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 3,008 shares — an estimated $819K sold.

Guardian Capital (Canada) first reported a position in EL in Q2 2014 and held it in 13 quarters. The position peaked at $964K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Guardian Capital (Canada) reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Guardian Capital (Canada) sold 3,008 Estee Lauder shares in Q2 2022, an estimated $819K.
  • Guardian Capital (Canada) first reported a position in Estee Lauder in Q2 2014 and held it in 13 quarters.
  • Guardian Capital (Canada)'s Estee Lauder position peaked at $964K in Q4 2019.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2022, filed 12 Aug 2022.