Lenox Wealth Advisors’s Estee Lauder EL Stock Holding History

Lenox Wealth 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
2022 Q1	$19K	Buy	70 +12	+21%	+$3.61K	﹤0.01%	386
2021 Q4	$21K	Buy	58 +6	+12%	+$2.04K	﹤0.01%	384
2021 Q3	$16K	Hold	52	–	–	﹤0.01%	396
2021 Q2	$17K	Hold	52	–	–	﹤0.01%	390
2021 Q1	$15K	Buy	52 +1	+2%	+$274	﹤0.01%	354
2020 Q4	$14K	Hold	51	–	–	﹤0.01%	370
2020 Q3	$11K	Hold	51	–	–	﹤0.01%	362
2020 Q2	$10K	Sell	51 -85	-63%	-$15.2K	﹤0.01%	376
2020 Q1	$22K	Hold	136	–	–	﹤0.01%	244
2019 Q4	$28K	Hold	136	–	–	﹤0.01%	271
2019 Q3	$27K	Hold	136	–	–	﹤0.01%	237
2019 Q2	$25K	Sell	136 -76	-36%	-$13K	﹤0.01%	199
2019 Q1	$35K	Hold	212	–	–	0.01%	154
2018 Q4	$28K	Hold	212	–	–	0.01%	170
2018 Q3	$31K	Hold	212	–	–	0.01%	175
2018 Q2	$30K	Sell	212 -21	-9%	-$3.11K	0.01%	193
2018 Q1	$35K	Buy	233 +182	+357%	+$25.2K	0.01%	198
2017 Q4	$6K	Buy	+51	New	+$6.13K	﹤0.01%	202
2016 Q1	–	Sell	-45	Closed	-$4K	–	300
2015 Q4	$4K	Sell	45 -93	-67%	-$7.92K	﹤0.01%	249
2015 Q3	$11K	Hold	138	–	–	﹤0.01%	173
2015 Q2	$12K	Hold	138	–	–	0.01%	125
2015 Q1	$11K	Hold	138	–	–	﹤0.01%	150
2014 Q4	$11K	Buy	138 +45	+48%	+$3.32K	﹤0.01%	163
2014 Q3	$7K	Buy	+93	New	+$7K	﹤0.01%	200
2014 Q1	–	Sell	-28	Closed	-$2K	–	232
2013 Q4	$2K	Buy	+28	New	+$2.03K	﹤0.01%	299

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's EL Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Estee Lauder (EL) stake by 21% in Q1 2022, buying an estimated $3.61K and bringing the position to 70 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Lenox Wealth Advisors first reported a position in EL in Q4 2013 and has held it in 25 quarters since. The position peaked at $35K in Q1 2019. 1,206 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Lenox Wealth Advisors held 70 shares of Estee Lauder worth $19K as of Q1 2022.
Lenox Wealth Advisors bought 12 Estee Lauder shares in Q1 2022, an estimated $3.61K.
Estee Lauder made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #386 holding.
Lenox Wealth Advisors first reported a position in Estee Lauder in Q4 2013 and has held it in 25 quarters since.
Lenox Wealth Advisors's Estee Lauder position peaked at $35K in Q1 2019.
1,206 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.