Lumature Wealth Partners’s Estee Lauder EL Stock Holding History

Lumature Wealth Partners’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	$336K	Buy	1,712 +335	+24%	+$71.1K	0.2%	93
2023 Q1	$339K	Sell	1,377 -421	-23%	-$107K	0.19%	86
2022 Q4	$446K	Buy	1,798 +32	+2%	+$7.15K	0.25%	78
2022 Q3	$381K	Sell	1,766 -149	-8%	-$38K	0.2%	86
2022 Q2	$488K	Buy	1,915 +1,884	+6,077%	+$478K	0.22%	74
2022 Q1	$8K	Buy	31 +4	+15%	+$1.2K	﹤0.01%	350
2021 Q4	$10K	Hold	27	–	–	﹤0.01%	330
2021 Q3	$8K	Buy	27 +14	+108%	+$4.57K	﹤0.01%	343
2021 Q2	$4K	Buy	+13	New	+$3.94K	﹤0.01%	332

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's EL Position: Q2 2023 in Review

Lumature Wealth Partners increased its Estee Lauder (EL) stake by 24% in Q2 2023, buying an estimated $71.1K and bringing the position to 1,712 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #93.

Lumature Wealth Partners first reported a position in EL in Q2 2021 and has held it in 9 quarters since. The position peaked at $488K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Lumature Wealth Partners held 1,712 shares of Estee Lauder worth $336K as of Q2 2023.
Lumature Wealth Partners bought 335 Estee Lauder shares in Q2 2023, an estimated $71.1K.
Estee Lauder made up 0.2% of Lumature Wealth Partners's portfolio in Q2 2023, its #93 holding.
Lumature Wealth Partners first reported a position in Estee Lauder in Q2 2021 and has held it in 9 quarters since.
Lumature Wealth Partners's Estee Lauder position peaked at $488K in Q2 2022.
1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.