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Milestone Investment Advisors’s Estee Lauder EL Stock Holding History

Milestone Investment Advisors’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
-225
Closed -$55.5K – 215
2023
Q1 		$55.5K Buy
+225
New +$57.2K 0.02% 197

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Fundsmith LLP
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Capital International Investors
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Milestone Investment Advisors's EL Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 225 shares — an estimated $55.5K sold.

Milestone Investment Advisors first reported a position in EL in Q1 2023 and held it in 1 quarter. The position peaked at $55.5K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 225 Estee Lauder shares in Q2 2023, an estimated $55.5K.
  • Milestone Investment Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Estee Lauder position peaked at $55.5K in Q1 2023.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.