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Highland Private Wealth Management’s Estee Lauder EL Stock Holding History

Highland Private Wealth Management’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
Q1 		– Sell
-562
Closed -$208K – 193
2021
Q4 		$208K Buy
+562
New +$191K 0.03% 183

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highland Private Wealth Management's EL Position: Q1 2022 in Review

Highland Private Wealth Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 562 shares — an estimated $208K sold.

Highland Private Wealth Management first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Highland Private Wealth Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 562 Estee Lauder shares in Q1 2022, an estimated $208K.
  • Highland Private Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
  • Highland Private Wealth Management's Estee Lauder position peaked at $208K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Highland Private Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.