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Laidlaw Wealth Management’s Estee Lauder EL Stock Holding History

Laidlaw Wealth 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
2023
Q2 		– Sell
-819
Closed -$202K – 357
2023
Q1 		$202K Buy
+819
New +$208K 0.04% 335
2022
Q1 		– Sell
-685
Closed -$254K – 402
2021
Q4 		$254K Buy
+685
New +$232K 0.04% 336

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Laidlaw Wealth Management's EL Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 819 shares — an estimated $202K sold.

Laidlaw Wealth Management first reported a position in EL in Q4 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Laidlaw Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 819 Estee Lauder shares in Q2 2023, an estimated $202K.
  • Laidlaw Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 2 quarters.
  • Laidlaw Wealth Management's Estee Lauder position peaked at $254K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.