Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HGWM
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
Shares
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
$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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close