HWMA
EL icon

Heritage Wealth Management (Arizona)’s Estee Lauder EL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$25.8K Buy
104
+52
+100% +$11.6K ﹤0.01% 618
2022
Q3 		$11K Hold
52
– – ﹤0.01% 633
2022
Q2 		$13.2K Hold
52
– – ﹤0.01% 625
2022
Q1 		$14K Buy
+52
New +$15.6K ﹤0.01% 662
2021
Q3 		$16K Hold
52
– – 0.01% 587
2021
Q2 		$17K Hold
52
– – 0.01% 583
2021
Q1 		$15K Buy
+52
New +$14.2K 0.01% 523

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Heritage Wealth Management (Arizona)'s EL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Estee Lauder (EL) stake by 100% in Q4 2022, buying an estimated $11.6K and bringing the position to 104 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Heritage Wealth Management (Arizona) first reported a position in EL in Q1 2021 and has held it in 7 quarters since. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 104 shares of Estee Lauder worth $25.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 52 Estee Lauder shares in Q4 2022, an estimated $11.6K.
  • Estee Lauder made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #618 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Estee Lauder in Q1 2021 and has held it in 7 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.