Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Estee Lauder EL Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-5
Closed -$723 – 169
2023
Q3 		$723 Buy
+5
New +$834 ﹤0.01% 529

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Legacy Financial Group (Iowa)'s EL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 5 shares — an estimated $723 sold.

Legacy Financial Group (Iowa) first reported a position in EL in Q3 2023 and held it in 1 quarter. The position peaked at $723 in Q3 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5 Estee Lauder shares in Q4 2023, an estimated $723.
  • Legacy Financial Group (Iowa) first reported a position in Estee Lauder in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Estee Lauder position peaked at $723 in Q3 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.