Laffer Tengler Investments’s Estee Lauder EL Stock Holding History

Laffer Tengler 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	–	Sell	-10	Closed	-$2.48K	–	416
2022 Q4	$2.48K	Hold	10	–	–	﹤0.01%	404
2022 Q3	$2.16K	Buy	+10	New	+$2.55K	﹤0.01%	363
2018 Q1	–	Sell	-23,255	Closed	-$2.96M	–	210
2017 Q4	$2.96M	Hold	23,255	–	–	0.74%	28
2017 Q3	$2.51M	Sell	23,255 -1,735	-7%	-$178K	0.66%	40
2017 Q2	$2.4M	Hold	24,990	–	–	0.61%	47
2017 Q1	$2.12M	Hold	24,990	–	–	0.56%	64
2016 Q4	$1.91M	Buy	+24,990	New	+$2.03M	0.51%	66

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

Laffer Tengler Investments's EL Position: Q1 2023 in Review

Laffer Tengler Investments sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 10 shares — an estimated $2.48K sold.

Laffer Tengler Investments first reported a position in EL in Q4 2016 and held it in 7 quarters. The position peaked at $2.96M in Q4 2017. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Laffer Tengler Investments reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
Laffer Tengler Investments sold 10 Estee Lauder shares in Q1 2023, an estimated $2.48K.
Laffer Tengler Investments first reported a position in Estee Lauder in Q4 2016 and held it in 7 quarters.
Laffer Tengler Investments's Estee Lauder position peaked at $2.96M in Q4 2017.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.