MS
EL icon

Madden Securities’s Estee Lauder EL Stock Holding History

Madden Securities’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
Q1 		– Sell
-438
Closed -$109K – 174
2022
Q4 		$109K Buy
+438
New +$97.8K 0.06% 125
2022
Q2 		– Sell
-1,348
Closed -$367K – 115
2022
Q1 		$367K Buy
1,348
+760
+129% +$229K 0.17% 79
2021
Q4 		$218K Buy
+588
New +$200K 0.1% 100
2021
Q3 		– Sell
-2,798
Closed -$890K – 123
2021
Q2 		$890K Sell
2,798
-21
-0.7% -$6.37K 0.47% 60
2021
Q1 		$820K Buy
2,819
+100
+4% +$27.4K 0.48% 59
2020
Q4 		$724K Hold
2,719
– – 0.47% 61
2020
Q3 		$593K Buy
+2,719
New +$559K 0.44% 68
2019
Q4 		$250K Buy
+1,209
New +$235K 0.25% 96

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madden Securities's EL Position: Q1 2023 in Review

Madden Securities sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 438 shares — an estimated $109K sold.

Madden Securities first reported a position in EL in Q4 2019 and held it in 8 quarters. The position peaked at $890K in Q2 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Madden Securities reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 438 Estee Lauder shares in Q1 2023, an estimated $109K.
  • Madden Securities first reported a position in Estee Lauder in Q4 2019 and held it in 8 quarters.
  • Madden Securities's Estee Lauder position peaked at $890K in Q2 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.