KCM Investment Advisors’s Estee Lauder EL Stock Holding History

KCM Investment Advisors’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	-581	Closed	-$215K	–	415
2021 Q4	$215K	Buy	+581	New	+$197K	0.01%	396

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

KCM Investment Advisors's EL Position: Q1 2022 in Review

KCM Investment Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 581 shares — an estimated $215K sold.

KCM Investment Advisors first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

KCM Investment Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
KCM Investment Advisors sold 581 Estee Lauder shares in Q1 2022, an estimated $215K.
KCM Investment Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
KCM Investment Advisors's Estee Lauder position peaked at $215K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.