Kula Investments’s Estee Lauder EL Stock Holding History

Kula Investments’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
2023 Q1	$457K	Buy	+1,853	New	+$471K	0.11%	337

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kula Investments's EL Position: Q1 2023 in Review

Kula Investments opened a new position in Estee Lauder (EL) in Q1 2023: 1,853 shares worth $457K. The stake represents 0.11% of the portfolio and ranks #337 among its holdings.

1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Kula Investments held 1,853 shares of Estee Lauder worth $457K as of Q1 2023.
Estee Lauder was a new Kula Investments position in Q1 2023.
Estee Lauder made up 0.11% of Kula Investments's portfolio in Q1 2023, its #337 holding.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.