Janiczek Wealth Management’s Estee Lauder EL Stock Holding History

Janiczek 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
2024 Q2	$12.9K	Sell	121 -19	-14%	-$2.49K	﹤0.01%	627
2024 Q1	$21.6K	Sell	140 -20	-13%	-$2.84K	﹤0.01%	556
2023 Q4	$23.4K	Buy	160 +121	+310%	+$16.1K	0.01%	520
2023 Q3	$5.69K	Hold	39	–	–	﹤0.01%	712
2023 Q2	$7.72K	Sell	39 -9	-19%	-$1.91K	﹤0.01%	609
2023 Q1	$12.3K	Hold	48	–	–	﹤0.01%	533
2022 Q4	$12.7K	Sell	48 -59	-55%	-$13.2K	﹤0.01%	521
2022 Q3	$23K	Sell	107 -34	-24%	-$8.68K	0.01%	429
2022 Q2	$39K	Buy	141 +102	+262%	+$25.9K	0.01%	346
2022 Q1	$11K	Sell	39 -15	-28%	-$4.51K	﹤0.01%	553
2021 Q4	$20K	Hold	54	–	–	0.01%	479
2021 Q3	$16K	Buy	54 +1	+2%	+$327	0.01%	493
2021 Q2	$17K	Sell	53 -3	-5%	-$910	0.01%	459
2021 Q1	$16K	Buy	56 +18	+47%	+$4.93K	0.01%	443
2020 Q4	$10K	Buy	+38	New	+$9.14K	﹤0.01%	471

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Janiczek Wealth Management's EL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Estee Lauder (EL) stake by 14% in Q2 2024, selling an estimated $2.49K and leaving 121 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Janiczek Wealth Management first reported a position in EL in Q4 2020 and has held it in 15 quarters since. The position peaked at $39K in Q2 2022. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Janiczek Wealth Management held 121 shares of Estee Lauder worth $12.9K as of Q2 2024.
Janiczek Wealth Management sold 19 Estee Lauder shares in Q2 2024, an estimated $2.49K.
Estee Lauder made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #627 holding.
Janiczek Wealth Management first reported a position in Estee Lauder in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Estee Lauder position peaked at $39K in Q2 2022.
988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.