Marcum Wealth’s Estee Lauder EL Stock Holding History

Marcum Wealth’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	–	Sell	-1,951	Closed	-$481K	–	392
2023 Q1	$481K	Buy	+1,951	New	+$496K	0.06%	180

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 $298B AUM 21.96% 1-Year Est. Return

Marcum Wealth's EL Position: Q2 2023 in Review

Marcum Wealth sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,951 shares — an estimated $481K sold.

Marcum Wealth first reported a position in EL in Q1 2023 and held it in 1 quarter. The position peaked at $481K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Marcum Wealth reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Marcum Wealth sold 1,951 Estee Lauder shares in Q2 2023, an estimated $481K.
Marcum Wealth first reported a position in Estee Lauder in Q1 2023 and held it in 1 quarter.
Marcum Wealth's Estee Lauder position peaked at $481K in Q1 2023.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Marcum Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.