HFS
EL icon

Haverford Financial Services’s Estee Lauder EL Stock Holding History

Haverford 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
Q1 		– Sell
-2,879
Closed -$714K – 50
2022
Q4 		$714K Buy
2,879
+1,095
+61% +$245K 0.2% 53
2022
Q3 		$385K Buy
+1,784
New +$455K 0.12% 59

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Haverford Financial Services's EL Position: Q1 2023 in Review

Haverford Financial Services sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 2,879 shares — an estimated $714K sold.

Haverford Financial Services first reported a position in EL in Q3 2022 and held it in 2 quarters. The position peaked at $714K in Q4 2022. 1,232 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Haverford Financial Services reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Haverford Financial Services sold 2,879 Estee Lauder shares in Q1 2023, an estimated $714K.
  • Haverford Financial Services first reported a position in Estee Lauder in Q3 2022 and held it in 2 quarters.
  • Haverford Financial Services's Estee Lauder position peaked at $714K in Q4 2022.
  • 1,232 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.