JMF
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Johnson Midwest Financial’s Estee Lauder EL Stock Holding History

Johnson Midwest Financial’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 		$4.05K Hold
28
– – 0.01% 274
2023
Q2 		$5.5K Hold
28
– – ﹤0.01% 257
2023
Q1 		$6.9K Hold
28
– – 0.01% 240
2022
Q4 		$7K Buy
+28
New +$6.25K 0.03% 231

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

Johnson Midwest Financial's EL Position: Q3 2023 in Review

Johnson Midwest Financial held its Estee Lauder (EL) position steady in Q3 2023 at 28 shares worth $4.05K. The position accounts for 0.01% of the portfolio, ranked #274.

Johnson Midwest Financial first reported a position in EL in Q4 2022 and has held it in 4 quarters since. The position peaked at $7K in Q4 2022. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Johnson Midwest Financial held 28 shares of Estee Lauder worth $4.05K as of Q3 2023.
  • Johnson Midwest Financial left its Estee Lauder share count unchanged in Q3 2023.
  • Estee Lauder made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #274 holding.
  • Johnson Midwest Financial first reported a position in Estee Lauder in Q4 2022 and has held it in 4 quarters since.
  • Johnson Midwest Financial's Estee Lauder position peaked at $7K in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.