Moneta Group Investment Advisors’s Estee Lauder EL Stock Holding History

Moneta Group 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	-817	Closed	-$201K	–	552
2023 Q1	$201K	Buy	+817	New	+$208K	﹤0.01%	502
2022 Q1	–	Sell	-562	Closed	-$208K	–	460
2021 Q4	$208K	Buy	+562	New	+$191K	0.01%	450
2021 Q3	–	Sell	-707	Closed	-$225K	–	457
2021 Q2	$225K	Buy	+707	New	+$214K	0.01%	414
2018 Q2	–	Sell	-473	Closed	-$71K	–	457
2018 Q1	$71K	Buy	+473	New	+$65.5K	0.01%	290

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Moneta Group Investment Advisors's EL Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 817 shares — an estimated $201K sold.

Moneta Group Investment Advisors first reported a position in EL in Q1 2018 and held it in 4 quarters. The position peaked at $225K in Q2 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Moneta Group Investment Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 817 Estee Lauder shares in Q2 2023, an estimated $201K.
Moneta Group Investment Advisors first reported a position in Estee Lauder in Q1 2018 and held it in 4 quarters.
Moneta Group Investment Advisors's Estee Lauder position peaked at $225K in Q2 2021.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.