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Laurel Wealth Advisors (California)’s Estee Lauder EL Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$780K Buy
3,144
+252
+9% +$56.3K 0.08% 266
2022
Q3 		$624K Buy
2,892
+1
+0% +$255 0.07% 300
2022
Q2 		$736K Hold
2,891
– – 0.08% 269
2022
Q1 		$787K Buy
2,891
+233
+9% +$70.1K 0.07% 298
2021
Q4 		$984K Buy
+2,658
New +$902K 0.08% 261

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EL Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Estee Lauder (EL) stake by 8.7% in Q4 2022, buying an estimated $56.3K and bringing the position to 3,144 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #266.

Laurel Wealth Advisors (California) first reported a position in EL in Q4 2021 and has held it in 5 quarters since. The position peaked at $984K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,144 shares of Estee Lauder worth $780K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 252 Estee Lauder shares in Q4 2022, an estimated $56.3K.
  • Estee Lauder made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #266 holding.
  • Laurel Wealth Advisors (California) first reported a position in Estee Lauder in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Estee Lauder position peaked at $984K in Q4 2021.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.