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Keel Point’s Estee Lauder EL Stock Holding History

Keel Point’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
-659
Closed -$244K – 279
2021
Q4 		$244K Buy
+659
New +$224K 0.03% 239
2021
Q3 		– Sell
-635
Closed -$202K – 272
2021
Q2 		$202K Buy
+635
New +$193K 0.02% 256
2018
Q2 		– Sell
-1,609
Closed -$241K – 173
2018
Q1 		$241K Hold
1,609
– – 0.03% 141
2017
Q4 		$205K Buy
+1,609
New +$193K 0.03% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keel Point's EL Position: Q1 2022 in Review

Keel Point sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 659 shares — an estimated $244K sold.

Keel Point first reported a position in EL in Q4 2017 and held it in 4 quarters. The position peaked at $244K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Keel Point reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Keel Point sold 659 Estee Lauder shares in Q1 2022, an estimated $244K.
  • Keel Point first reported a position in Estee Lauder in Q4 2017 and held it in 4 quarters.
  • Keel Point's Estee Lauder position peaked at $244K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Keel Point's 13F filing for Q1 2022, filed 27 Apr 2022.