Lowe Brockenbrough & Co’s Estee Lauder EL Stock Holding History

Lowe Brockenbrough & Co’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 Q2	–	Sell	-800	Closed	-$218K	–	260
2022 Q1	$218K	Buy	+800	New	+$241K	0.02%	262
2021 Q4	–	Sell	-1,066	Closed	-$320K	–	259
2021 Q3	$320K	Buy	1,066 +266	+33%	+$86.9K	0.02%	240
2021 Q2	$254K	Sell	800 -36	-4%	-$10.9K	0.02%	210
2021 Q1	$243K	Sell	836 -114	-12%	-$31.2K	0.02%	208
2020 Q4	$253K	Sell	950 -50	-5%	-$12K	0.03%	196
2020 Q3	$218K	Sell	1,000 -100	-9%	-$20.6K	0.03%	195
2020 Q2	$208K	Buy	+1,100	New	+$197K	0.03%	200
2020 Q1	–	Sell	-1,300	Closed	-$269K	–	205
2019 Q4	$269K	Sell	1,300 -100	-7%	-$19.4K	0.03%	194
2019 Q3	$279K	Buy	+1,400	New	+$268K	0.04%	188

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lowe Brockenbrough & Co's EL Position: Q2 2022 in Review

Lowe Brockenbrough & Co sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 800 shares — an estimated $218K sold.

Lowe Brockenbrough & Co first reported a position in EL in Q3 2019 and held it in 9 quarters. The position peaked at $320K in Q3 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

Lowe Brockenbrough & Co reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
Lowe Brockenbrough & Co sold 800 Estee Lauder shares in Q2 2022, an estimated $218K.
Lowe Brockenbrough & Co first reported a position in Estee Lauder in Q3 2019 and held it in 9 quarters.
Lowe Brockenbrough & Co's Estee Lauder position peaked at $320K in Q3 2021.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2022, filed 27 Jul 2022.