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Landmark Financial Advisors’s Estee Lauder EL Stock Holding History

Landmark Financial Advisors’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
-904
Closed -$223K – 92
2023
Q1 		$223K Buy
904
+61
+7% +$15.5K 0.1% 82
2022
Q4 		$209K Buy
+843
New +$188K 0.1% 85

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Landmark Financial Advisors's EL Position: Q2 2023 in Review

Landmark Financial Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 904 shares — an estimated $223K sold.

Landmark Financial Advisors first reported a position in EL in Q4 2022 and held it in 2 quarters. The position peaked at $223K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Landmark Financial Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Landmark Financial Advisors sold 904 Estee Lauder shares in Q2 2023, an estimated $223K.
  • Landmark Financial Advisors first reported a position in Estee Lauder in Q4 2022 and held it in 2 quarters.
  • Landmark Financial Advisors's Estee Lauder position peaked at $223K in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Landmark Financial Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.