KB Financial Partners’s Estee Lauder EL Stock Holding History

KB Financial Partners’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	$2K	Sell	11 -10	-48%	-$1.67K	﹤0.01%	503
2023 Q2	$4K	Hold	21	–	–	﹤0.01%	452
2023 Q1	$5K	Sell	21 -237	-92%	-$60.2K	﹤0.01%	423
2022 Q4	$64K	Sell	258 -69	-21%	-$15.4K	0.02%	241
2022 Q3	$71K	Sell	327 -69	-17%	-$17.6K	0.03%	223
2022 Q2	$101K	Buy	396 +56	+16%	+$14.2K	0.03%	208
2022 Q1	$93K	Buy	340 +3	+0.9%	+$903	0.03%	225
2021 Q4	$125K	Buy	+337	New	+$114K	0.04%	223
2021 Q3	–	Sell	-369	Closed	-$117K	–	288
2021 Q2	$117K	Sell	369 -130	-26%	-$39.4K	0.04%	197
2021 Q1	$145K	Buy	+499	New	+$137K	0.06%	180

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KB Financial Partners's EL Position: Q3 2023 in Review

KB Financial Partners reduced its Estee Lauder (EL) stake by 48% in Q3 2023, selling an estimated $1.67K and leaving 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

KB Financial Partners first reported a position in EL in Q1 2021 and has held it in 10 quarters since. The position peaked at $145K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

KB Financial Partners held 11 shares of Estee Lauder worth $2K as of Q3 2023.
KB Financial Partners sold 10 Estee Lauder shares in Q3 2023, an estimated $1.67K.
Estee Lauder made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #503 holding.
KB Financial Partners first reported a position in Estee Lauder in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Estee Lauder position peaked at $145K in Q1 2021.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.