MBM Wealth Consultants’s Estee Lauder EL Stock Holding History

MBM Wealth Consultants’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
2026 Q1	$94.1K	Buy	+1,311	New	+$134K	0.02%	126
2023 Q2	–	Sell	-511	Closed	-$126K	–	156
2023 Q1	$126K	Hold	511	–	–	0.05%	120
2022 Q4	$130K	Hold	511	–	–	0.06%	121
2022 Q3	$112K	Hold	511	–	–	0.05%	104
2022 Q2	$130K	Hold	511	–	–	0.06%	93
2022 Q1	$139K	Hold	511	–	–	0.06%	112
2021 Q4	$189K	Hold	511	–	–	0.08%	98
2021 Q3	$153K	Hold	511	–	–	0.07%	114
2021 Q2	$163K	Hold	511	–	–	0.08%	107
2021 Q1	$149K	Hold	511	–	–	0.08%	104
2020 Q4	$136K	Hold	511	–	–	0.07%	99
2020 Q3	$112K	Hold	511	–	–	0.07%	96
2020 Q2	$96K	Hold	511	–	–	0.07%	92
2020 Q1	$81K	Hold	511	–	–	0.07%	94
2019 Q4	$106K	Hold	511	–	–	0.08%	96
2019 Q3	$102K	Hold	511	–	–	0.08%	98
2019 Q2	$94K	Hold	511	–	–	0.08%	101
2019 Q1	$85K	Hold	511	–	–	0.07%	101
2018 Q4	$66K	Buy	+511	New	+$69.4K	0.06%	113

Other funds holding EL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return