Jackson Grant Investment Advisers’s Estee Lauder EL Stock Holding History

Jackson Grant Investment Advisers’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 Q2	–	Sell	-187	Closed	-$46.1K	–	436
2023 Q1	$46.1K	Hold	187	–	–	0.02%	190
2022 Q4	$46.4K	Hold	187	–	–	0.02%	186
2022 Q3	$40K	Hold	187	–	–	0.02%	195
2022 Q2	$48K	Hold	187	–	–	0.02%	184
2022 Q1	$51K	Hold	187	–	–	0.02%	200
2021 Q4	$69K	Hold	187	–	–	0.04%	146
2021 Q3	$56K	Hold	187	–	–	0.02%	193
2021 Q2	$59K	Hold	187	–	–	0.03%	186
2021 Q1	$54K	Hold	187	–	–	0.02%	186
2020 Q4	$50K	Buy	+187	New	+$45K	0.03%	182

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jackson Grant Investment Advisers's EL Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 187 shares — an estimated $46.1K sold.

Jackson Grant Investment Advisers first reported a position in EL in Q4 2020 and held it in 10 quarters. The position peaked at $69K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 187 Estee Lauder shares in Q2 2023, an estimated $46.1K.
Jackson Grant Investment Advisers first reported a position in Estee Lauder in Q4 2020 and held it in 10 quarters.
Jackson Grant Investment Advisers's Estee Lauder position peaked at $69K in Q4 2021.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.