Kowal Investment Group’s Estee Lauder EL Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-294	Closed	-$88K	–	356
2021 Q3	$88K	Buy	+294	New	+$96K	0.03%	168

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

Kowal Investment Group's EL Position: Q4 2021 in Review

Kowal Investment Group sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 294 shares — an estimated $88K sold.

Kowal Investment Group first reported a position in EL in Q3 2021 and held it in 1 quarter. The position peaked at $88K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

Kowal Investment Group reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 294 Estee Lauder shares in Q4 2021, an estimated $88K.
Kowal Investment Group first reported a position in Estee Lauder in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Estee Lauder position peaked at $88K in Q3 2021.
1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.