Kings Point Capital Management’s Estee Lauder EL Stock Holding History

Kings Point Capital Management’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	$72K	Sell	266 -41	-13%	-$12.3K	0.01%	315
2021 Q4	$114K	Hold	307	–	–	0.01%	281
2021 Q3	$92K	Hold	307	–	–	0.01%	287
2021 Q2	$98K	Hold	307	–	–	0.01%	277
2021 Q1	$89K	Sell	307 -9	-3%	-$2.46K	0.01%	275
2020 Q4	$84K	Buy	316 +5	+2%	+$1.2K	0.01%	267
2020 Q3	$68K	Buy	311 +45	+17%	+$9.26K	0.01%	278
2020 Q2	$50K	Hold	266	–	–	0.01%	278
2020 Q1	$42K	Hold	266	–	–	0.01%	294
2019 Q4	$55K	Hold	266	–	–	0.01%	304
2019 Q3	$53K	Hold	266	–	–	0.01%	288
2019 Q2	$49K	Sell	266 -34	-11%	-$5.81K	0.01%	262
2019 Q1	$50K	Hold	300	–	–	0.01%	239
2018 Q4	$39K	Hold	300	–	–	0.01%	246
2018 Q3	$44K	Hold	300	–	–	0.01%	255
2018 Q2	$43K	Sell	300 -100	-25%	-$14.8K	0.01%	252
2018 Q1	$60K	Hold	400	–	–	0.01%	219
2017 Q4	$51K	Hold	400	–	–	0.01%	230
2017 Q3	$43K	Hold	400	–	–	0.01%	235
2017 Q2	$38K	Hold	400	–	–	0.01%	236
2017 Q1	$34K	Hold	400	–	–	0.01%	254
2016 Q4	$31K	Hold	400	–	–	0.01%	229
2016 Q3	$35K	Hold	400	–	–	0.01%	213
2016 Q2	$36K	Hold	400	–	–	0.01%	214
2016 Q1	$38K	Hold	400	–	–	0.01%	199
2015 Q4	$35K	Hold	400	–	–	0.01%	243
2015 Q3	$32K	Buy	+400	New	+$33.5K	0.01%	264

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

Kings Point Capital Management's EL Position: Q1 2022 in Review

Kings Point Capital Management reduced its Estee Lauder (EL) stake by 13% in Q1 2022, selling an estimated $12.3K and leaving 266 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #315.

Kings Point Capital Management first reported a position in EL in Q3 2015 and has held it in 27 quarters since. The position peaked at $114K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Kings Point Capital Management held 266 shares of Estee Lauder worth $72K as of Q1 2022.
Kings Point Capital Management sold 41 Estee Lauder shares in Q1 2022, an estimated $12.3K.
Estee Lauder made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #315 holding.
Kings Point Capital Management first reported a position in Estee Lauder in Q3 2015 and has held it in 27 quarters since.
Kings Point Capital Management's Estee Lauder position peaked at $114K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.