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Money Concepts Capital’s Estee Lauder EL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-209
Closed -$51.9K – 1163
2022
Q4 		$51.9K Buy
209
+51
+32% +$11.4K ﹤0.01% 1227
2022
Q3 		$34K Hold
158
– – ﹤0.01% 797
2022
Q2 		$41K Sell
158
-38
-19% -$9.64K ﹤0.01% 734
2022
Q1 		$53K Buy
+196
New +$59K ﹤0.01% 1211

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Concepts Capital's EL Position: Q1 2023 in Review

Money Concepts Capital sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 209 shares — an estimated $51.9K sold.

Money Concepts Capital first reported a position in EL in Q1 2022 and held it in 4 quarters. The position peaked at $53K in Q1 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Money Concepts Capital reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 209 Estee Lauder shares in Q1 2023, an estimated $51.9K.
  • Money Concepts Capital first reported a position in Estee Lauder in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Estee Lauder position peaked at $53K in Q1 2022.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.