HC Financial Advisors’s Estee Lauder EL Stock Holding History

HC Financial Advisors’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
2022 Q2	$1.53M	Buy	5,996 +325	+6%	+$82.5K	1.02%	38
2022 Q1	$1.54M	Sell	5,671 -145	-2%	-$43.6K	0.92%	42
2021 Q4	$2.15M	Sell	5,816 -67	-1%	-$22.7K	1.2%	29
2021 Q3	$1.76M	Sell	5,883 -101	-2%	-$33K	1.06%	35
2021 Q2	$1.9M	Sell	5,984 -748	-11%	-$227K	1.11%	33
2021 Q1	$1.96M	Sell	6,732 -230	-3%	-$63K	1.19%	29
2020 Q4	$1.85M	Sell	6,962 -244	-3%	-$58.7K	1.19%	31
2020 Q3	$1.57M	Sell	7,206 -269	-4%	-$55.3K	1.13%	33
2020 Q2	$1.41M	Sell	7,475 -152	-2%	-$27.2K	1.1%	35
2020 Q1	$1.22M	Sell	7,627 -48	-0.6%	-$9.26K	1.09%	37
2019 Q4	$1.58M	Sell	7,675 -75	-1%	-$14.6K	1.25%	35
2019 Q3	$1.54M	Buy	+7,750	New	+$1.48M	1.32%	34
2018 Q4	–	Sell	-6,706	Closed	-$975K	–	30
2018 Q3	$975K	Buy	+6,706	New	+$931K	0.86%	44

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HC Financial Advisors's EL Position: Q2 2022 in Review

HC Financial Advisors increased its Estee Lauder (EL) stake by 5.7% in Q2 2022, buying an estimated $82.5K and bringing the position to 5,996 shares worth $1.53M. The position accounts for 1.02% of the portfolio, ranked #38.

HC Financial Advisors first reported a position in EL in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.15M in Q4 2021. 1,155 funds tracked by Wall St. Rank hold EL as of Q2 2022.

HC Financial Advisors held 5,996 shares of Estee Lauder worth $1.53M as of Q2 2022.
HC Financial Advisors bought 325 Estee Lauder shares in Q2 2022, an estimated $82.5K.
Estee Lauder made up 1.02% of HC Financial Advisors's portfolio in Q2 2022, its #38 holding.
HC Financial Advisors first reported a position in Estee Lauder in Q3 2018 and has held it in 13 quarters since.
HC Financial Advisors's Estee Lauder position peaked at $2.15M in Q4 2021.
1,155 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.