Harper Investing’s Estee Lauder EL Stock Holding History

Harper Investing’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 Q1	–	Sell	-873	Closed	-$217K	–	25
2022 Q4	$217K	Sell	873 -1,281	-59%	-$286K	0.27%	44
2022 Q3	$433K	Buy	2,154 +80	+4%	+$20.4K	0.44%	45
2022 Q2	$528K	Buy	2,074 +279	+16%	+$70.8K	0.54%	39
2022 Q1	$489K	Buy	+1,795	New	+$540K	0.45%	42

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Harper Investing's EL Position: Q1 2023 in Review

Harper Investing sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 873 shares — an estimated $217K sold.

Harper Investing first reported a position in EL in Q1 2022 and held it in 4 quarters. The position peaked at $528K in Q2 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Harper Investing reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
Harper Investing sold 873 Estee Lauder shares in Q1 2023, an estimated $217K.
Harper Investing first reported a position in Estee Lauder in Q1 2022 and held it in 4 quarters.
Harper Investing's Estee Lauder position peaked at $528K in Q2 2022.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Harper Investing's 13F filing for Q1 2023, filed 26 Apr 2023.