James Reed Financial Services’s Estee Lauder EL Stock Holding History

James Reed Financial Services’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	-166	Closed	-$41K	–	62
2021 Q4	$41K	Buy	+166	New	+$56.3K	0.04%	50

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

James Reed Financial Services's EL Position: Q1 2022 in Review

James Reed Financial Services sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 166 shares — an estimated $41K sold.

James Reed Financial Services first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

James Reed Financial Services reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
James Reed Financial Services sold 166 Estee Lauder shares in Q1 2022, an estimated $41K.
James Reed Financial Services first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
James Reed Financial Services's Estee Lauder position peaked at $41K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.