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Hollow Brook Wealth Management’s Estee Lauder EL Stock Holding History

Hollow Brook 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
-780
Closed -$289K – 81
2021
Q4 		$289K Buy
+780
New +$265K 0.15% 62

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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

Hollow Brook Wealth Management's EL Position: Q1 2022 in Review

Hollow Brook Wealth Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 780 shares — an estimated $289K sold.

Hollow Brook Wealth Management first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $289K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Hollow Brook Wealth Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 780 Estee Lauder shares in Q1 2022, an estimated $289K.
  • Hollow Brook Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
  • Hollow Brook Wealth Management's Estee Lauder position peaked at $289K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.