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Marshall Financial Group (Maryland)’s Estee Lauder EL Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-3,276
Closed -$707K – 177
2022
Q3 		$707K Sell
3,276
-5
-0.2% -$1.28K 0.3% 107
2022
Q2 		$836K Buy
3,281
+472
+17% +$120K 0.33% 94
2022
Q1 		$765K Sell
2,809
-10
-0.4% -$3.01K 0.31% 119
2021
Q4 		$1.04M Buy
+2,819
New +$957K 0.38% 93

Other funds holding EL

Vanguard Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Marshall Financial Group (Maryland)'s EL Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 3,276 shares — an estimated $707K sold.

Marshall Financial Group (Maryland) first reported a position in EL in Q4 2021 and held it in 4 quarters. The position peaked at $1.04M in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Marshall Financial Group (Maryland) reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,276 Estee Lauder shares in Q4 2022, an estimated $707K.
  • Marshall Financial Group (Maryland) first reported a position in Estee Lauder in Q4 2021 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Estee Lauder position peaked at $1.04M in Q4 2021.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.