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McKinley Carter Wealth Services’s Estee Lauder EL Stock Holding History

McKinley Carter Wealth Services’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
Q3 		– Sell
-1,139
Closed -$224K – 294
2023
Q2 		$224K Sell
1,139
-18,149
-94% -$3.85M 0.02% 282
2023
Q1 		$4.75M Buy
19,288
+37
+0.2% +$9.4K 0.37% 58
2022
Q4 		$4.78M Buy
19,251
+44
+0.2% +$9.83K 0.4% 54
2022
Q3 		$4.15M Buy
19,207
+836
+5% +$213K 0.39% 57
2022
Q2 		$4.68M Buy
18,371
+570
+3% +$145K 0.41% 53
2022
Q1 		$4.85M Buy
17,801
+95
+0.5% +$28.6K 0.38% 55
2021
Q4 		$6.55M Sell
17,706
-1,454
-8% -$493K 0.49% 46
2021
Q3 		$5.75M Sell
19,160
-220
-1% -$71.9K 0.47% 48
2021
Q2 		$6.17M Buy
19,380
+37
+0.2% +$11.2K 0.51% 41
2021
Q1 		$5.63M Sell
19,343
-346
-2% -$94.7K 0.48% 48
2020
Q4 		$5.24M Buy
19,689
+2,208
+13% +$531K 0.69% 41
2020
Q3 		$3.81M Buy
17,481
+303
+2% +$62.3K 0.86% 37
2020
Q2 		$3.24M Buy
17,178
+4,171
+32% +$745K 0.79% 39
2020
Q1 		$2.07M Buy
13,007
+1,954
+18% +$377K 0.62% 41
2019
Q4 		$2.28M Buy
11,053
+701
+7% +$136K 0.53% 45
2019
Q3 		$2.06M Buy
+10,352
New +$1.98M 0.53% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's EL Position: Q3 2023 in Review

McKinley Carter Wealth Services sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,139 shares — an estimated $224K sold.

McKinley Carter Wealth Services first reported a position in EL in Q3 2019 and held it in 16 quarters. The position peaked at $6.55M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • McKinley Carter Wealth Services reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,139 Estee Lauder shares in Q3 2023, an estimated $224K.
  • McKinley Carter Wealth Services first reported a position in Estee Lauder in Q3 2019 and held it in 16 quarters.
  • McKinley Carter Wealth Services's Estee Lauder position peaked at $6.55M in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.