High Net Worth Advisory Group’s Estee Lauder EL Stock Holding History

High Net Worth Advisory Group’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	-146	Closed	-$36.2K	–	293
2022 Q4	$36.2K	Hold	146	–	–	0.01%	371
2022 Q3	$32K	Hold	146	–	–	0.01%	397
2022 Q2	$37K	Buy	+146	New	+$37K	0.02%	364

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

High Net Worth Advisory Group's EL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 146 shares — an estimated $36.2K sold.

High Net Worth Advisory Group first reported a position in EL in Q2 2022 and held it in 3 quarters. The position peaked at $37K in Q2 2022. 1,233 funds tracked by Wall St. Rank hold EL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 146 Estee Lauder shares in Q1 2023, an estimated $36.2K.
High Net Worth Advisory Group first reported a position in Estee Lauder in Q2 2022 and held it in 3 quarters.
High Net Worth Advisory Group's Estee Lauder position peaked at $37K in Q2 2022.
1,233 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.