Harvest Group Wealth Management’s Estee Lauder EL Stock Holding History

Harvest Group Wealth Management’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	$46.8K	Sell	190 -22	-10%	-$5.59K	0.03%	65
2022 Q4	$52.6K	Hold	212	–	–	0.03%	62
2022 Q3	$43K	Hold	212	–	–	0.03%	68
2022 Q2	$58K	Hold	212	–	–	0.04%	68
2022 Q1	$58K	Hold	212	–	–	0.03%	54
2021 Q4	$78K	Hold	212	–	–	0.04%	40
2021 Q3	$64K	Hold	212	–	–	0.04%	43
2021 Q2	$67K	Buy	+212	New	+$64.3K	0.04%	35
2021 Q1	–	Sell	-414	Closed	-$110K	–	224
2020 Q4	$110K	Hold	414	–	–	0.07%	64
2020 Q3	$90K	Hold	414	–	–	0.06%	65
2020 Q2	$78K	Hold	414	–	–	0.07%	61
2020 Q1	$65K	Hold	414	–	–	0.07%	69
2019 Q4	$85K	Hold	414	–	–	0.07%	61
2019 Q3	$82K	Hold	414	–	–	0.1%	60
2019 Q2	$75K	Hold	414	–	–	0.1%	56
2019 Q1	$69K	Buy	+414	New	+$60.8K	0.06%	73

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 $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Group Wealth Management's EL Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Estee Lauder (EL) stake by 10% in Q1 2023, selling an estimated $5.59K and leaving 190 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #65.

Harvest Group Wealth Management first reported a position in EL in Q1 2019 and has held it in 16 quarters since. The position peaked at $110K in Q4 2020. 1,233 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Harvest Group Wealth Management held 190 shares of Estee Lauder worth $46.8K as of Q1 2023.
Harvest Group Wealth Management sold 22 Estee Lauder shares in Q1 2023, an estimated $5.59K.
Estee Lauder made up 0.03% of Harvest Group Wealth Management's portfolio in Q1 2023, its #65 holding.
Harvest Group Wealth Management first reported a position in Estee Lauder in Q1 2019 and has held it in 16 quarters since.
Harvest Group Wealth Management's Estee Lauder position peaked at $110K in Q4 2020.
1,233 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.