HWM
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HighMark Wealth Management’s Estee Lauder EL Stock Holding History

HighMark 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
2023
Q3 		– Sell
-19
Closed -$3.73K – 572
2023
Q2 		$3.73K Hold
19
– – ﹤0.01% 393
2023
Q1 		$4.68K Buy
+19
New +$4.83K ﹤0.01% 411
2020
Q1 		– Sell
-72
Closed -$14K – 364
2019
Q4 		$14K Buy
+72
New +$14K 0.01% 164

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighMark Wealth Management's EL Position: Q3 2023 in Review

HighMark Wealth Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 19 shares — an estimated $3.73K sold.

HighMark Wealth Management first reported a position in EL in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • HighMark Wealth Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 19 Estee Lauder shares in Q3 2023, an estimated $3.73K.
  • HighMark Wealth Management first reported a position in Estee Lauder in Q4 2019 and held it in 3 quarters.
  • HighMark Wealth Management's Estee Lauder position peaked at $14K in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on HighMark Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.