IFWM
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Institute for Wealth Management’s Estee Lauder EL Stock Holding History

Institute for 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
-581
Closed -$215K – 549
2021
Q4 		$215K Buy
+581
New +$197K 0.04% 459

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

Institute for Wealth Management's EL Position: Q1 2022 in Review

Institute for Wealth Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 581 shares — an estimated $215K sold.

Institute for Wealth Management first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Institute for Wealth Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 581 Estee Lauder shares in Q1 2022, an estimated $215K.
  • Institute for Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
  • Institute for Wealth Management's Estee Lauder position peaked at $215K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.