KWMG
EL icon

King Wealth Management Group’s Estee Lauder EL Stock Holding History

King Wealth Management Group’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
Q4 		– Sell
-2,199
Closed -$475K – 148
2022
Q3 		$475K Hold
2,199
– – 0.12% 81
2022
Q2 		$560K Buy
+2,199
New +$558K 0.13% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

King Wealth Management Group's EL Position: Q4 2022 in Review

King Wealth Management Group sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 2,199 shares — an estimated $475K sold.

King Wealth Management Group first reported a position in EL in Q2 2022 and held it in 2 quarters. The position peaked at $560K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • King Wealth Management Group reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • King Wealth Management Group sold 2,199 Estee Lauder shares in Q4 2022, an estimated $475K.
  • King Wealth Management Group first reported a position in Estee Lauder in Q2 2022 and held it in 2 quarters.
  • King Wealth Management Group's Estee Lauder position peaked at $560K in Q2 2022.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on King Wealth Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.