IndexIQ Advisors’s Estee Lauder EL Stock Holding History

IndexIQ Advisors’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	$1.14M	Buy	4,169 +535	+15%	+$161K	0.04%	262
2021 Q4	$1.34M	Sell	3,634 -109	-3%	-$37K	0.05%	264
2021 Q3	$1.12M	Buy	3,743 +209	+6%	+$68.3K	0.04%	291
2021 Q2	$1.12M	Buy	3,534 +195	+6%	+$59.1K	0.04%	272
2021 Q1	$971K	Buy	3,339 +426	+15%	+$117K	0.03%	265
2020 Q4	$775K	Buy	2,913 +1,436	+97%	+$345K	0.03%	271
2020 Q3	$322K	Buy	1,477 +897	+155%	+$185K	0.01%	389
2020 Q2	$109K	Buy	580 +504	+663%	+$90.1K	﹤0.01%	834
2020 Q1	$12K	Sell	76 -1	-1%	-$193	﹤0.01%	819
2019 Q4	$16K	Buy	+77	New	+$15K	﹤0.01%	609

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IndexIQ Advisors's EL Position: Q1 2022 in Review

IndexIQ Advisors increased its Estee Lauder (EL) stake by 15% in Q1 2022, buying an estimated $161K and bringing the position to 4,169 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #262.

IndexIQ Advisors first reported a position in EL in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

IndexIQ Advisors held 4,169 shares of Estee Lauder worth $1.14M as of Q1 2022.
IndexIQ Advisors bought 535 Estee Lauder shares in Q1 2022, an estimated $161K.
Estee Lauder made up 0.04% of IndexIQ Advisors's portfolio in Q1 2022, its #262 holding.
IndexIQ Advisors first reported a position in Estee Lauder in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Estee Lauder position peaked at $1.34M in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.