McLean Asset Management’s Estee Lauder EL Stock Holding History

McLean Asset Management’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 Q1	–	Sell	-663	Closed	-$229K	–	136
2021 Q4	$229K	Buy	663 +28	+4%	+$9.5K	0.09%	119
2021 Q3	$210K	Hold	635	–	–	0.08%	132
2021 Q2	$206K	Hold	635	–	–	0.09%	113
2021 Q1	$200K	Buy	+635	New	+$174K	0.16%	103

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McLean Asset Management's EL Position: Q1 2022 in Review

McLean Asset Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 663 shares — an estimated $229K sold.

McLean Asset Management first reported a position in EL in Q1 2021 and held it in 4 quarters. The position peaked at $229K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

McLean Asset Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
McLean Asset Management sold 663 Estee Lauder shares in Q1 2022, an estimated $229K.
McLean Asset Management first reported a position in Estee Lauder in Q1 2021 and held it in 4 quarters.
McLean Asset Management's Estee Lauder position peaked at $229K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on McLean Asset Management's 13F filing for Q1 2022, filed 8 Apr 2022.