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J.W. Coons Advisors’s Estee Lauder EL Stock Holding History

J.W. Coons 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
2023
Q3 		– Sell
-1,295
Closed -$254K – 228
2023
Q2 		$254K Sell
1,295
-1,865
-59% -$396K 0.07% 209
2023
Q1 		$779K Buy
+3,160
New +$803K 0.22% 103
2022
Q2 		– Sell
-3,711
Closed -$1.01M – 252
2022
Q1 		$1.01M Buy
3,711
+266
+8% +$80K 0.3% 82
2021
Q4 		$1.27M Buy
3,445
+597
+21% +$203K 0.39% 69
2021
Q3 		$849K Buy
2,848
+130
+5% +$42.5K 0.29% 90
2021
Q2 		$866K Buy
2,718
+268
+11% +$81.3K 0.31% 87
2021
Q1 		$713K Buy
+2,450
New +$671K 0.26% 102

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

J.W. Coons Advisors's EL Position: Q3 2023 in Review

J.W. Coons Advisors sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,295 shares — an estimated $254K sold.

J.W. Coons Advisors first reported a position in EL in Q1 2021 and held it in 7 quarters. The position peaked at $1.27M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • J.W. Coons Advisors reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • J.W. Coons Advisors sold 1,295 Estee Lauder shares in Q3 2023, an estimated $254K.
  • J.W. Coons Advisors first reported a position in Estee Lauder in Q1 2021 and held it in 7 quarters.
  • J.W. Coons Advisors's Estee Lauder position peaked at $1.27M in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on J.W. Coons Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.