Harel Insurance Investments & Financial Services’s Estee Lauder EL Stock Holding History

Harel Insurance Investments & Financial Services’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	-82	Closed	-$16K	–	682
2023 Q2	$16K	Buy	+82	New	+$17.4K	﹤0.01%	587
2023 Q1	–	Sell	-4,750	Closed	-$1.18M	–	705
2022 Q4	$1.18M	Hold	4,750	–	–	0.03%	152
2022 Q3	$1.03M	Hold	4,750	–	–	0.03%	166
2022 Q2	$1.21M	Hold	4,750	–	–	0.03%	166
2022 Q1	$1.29M	Sell	4,750 -1,450	-23%	-$436K	0.02%	175
2021 Q4	$2.27M	Buy	+6,200	New	+$2.1M	0.04%	118
2021 Q3	–	Sell	-506	Closed	-$525K	–	710
2021 Q2	$525K	Sell	506 -247	-33%	-$74.9K	0.01%	445
2021 Q1	$732K	Buy	753 +84	+13%	+$23K	0.01%	429
2020 Q4	$573K	Hold	669	–	–	0.01%	344
2020 Q3	$146K	Buy	+669	New	+$138K	0.01%	348
2020 Q2	–	Sell	-121	Closed	-$19K	–	527
2020 Q1	$19K	Sell	121 -2,223	-95%	-$429K	﹤0.01%	350
2019 Q4	$484K	Sell	2,344 -292	-11%	-$56.7K	0.02%	129
2019 Q3	$524K	Buy	+2,636	New	+$504K	0.03%	106
2016 Q3	–	Sell	-1,205	Closed	-$110K	–	520
2016 Q2	$110K	Buy	+1,205	New	+$112K	0.01%	227

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Harel Insurance Investments & Financial Services's EL Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 82 shares — an estimated $16K sold.

Harel Insurance Investments & Financial Services first reported a position in EL in Q2 2016 and held it in 14 quarters. The position peaked at $2.27M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 82 Estee Lauder shares in Q3 2023, an estimated $16K.
Harel Insurance Investments & Financial Services first reported a position in Estee Lauder in Q2 2016 and held it in 14 quarters.
Harel Insurance Investments & Financial Services's Estee Lauder position peaked at $2.27M in Q4 2021.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.