Kore Private Wealth’s Estee Lauder EL Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-3,777	Closed	-$1.13M	–	351
2021 Q3	$1.13M	Buy	3,777 +285	+8%	+$93.1K	0.12%	138
2021 Q2	$1.11M	Buy	+3,492	New	+$1.06M	0.12%	130
2020 Q3	–	Sell	-262	Closed	-$49K	–	499
2020 Q2	$49K	Buy	262 +24	+10%	+$4.29K	0.01%	459
2020 Q1	$38K	Buy	238 +136	+133%	+$26.2K	0.01%	469
2019 Q4	$21K	Buy	+102	New	+$19.8K	﹤0.01%	623
2019 Q2	–	Sell	-134	Closed	-$22K	–	398
2019 Q1	$22K	Hold	134	–	–	0.01%	496
2018 Q4	$17K	Buy	+134	New	+$18.2K	﹤0.01%	504

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kore Private Wealth's EL Position: Q4 2021 in Review

Kore Private Wealth sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 3,777 shares — an estimated $1.13M sold.

Kore Private Wealth first reported a position in EL in Q4 2018 and held it in 7 quarters. The position peaked at $1.13M in Q3 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Kore Private Wealth reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 3,777 Estee Lauder shares in Q4 2021, an estimated $1.13M.
Kore Private Wealth first reported a position in Estee Lauder in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's Estee Lauder position peaked at $1.13M in Q3 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.