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Monumental Financial Group’s Estee Lauder EL Stock Holding History

Monumental Financial Group’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
-4,668
Closed -$1.15M – 58
2023
Q1 		$1.15M Buy
4,668
+210
+5% +$53.4K 0.82% 30
2022
Q4 		$1.11M Buy
+4,458
New +$996K 0.89% 26
2021
Q3 		– Sell
-683
Closed -$217K – 43
2021
Q2 		$217K Sell
683
-20
-3% -$6.06K 0.19% 24
2021
Q1 		$204K Buy
+703
New +$192K 0.19% 49

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Monumental Financial Group's EL Position: Q2 2023 in Review

Monumental Financial Group sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 4,668 shares — an estimated $1.15M sold.

Monumental Financial Group first reported a position in EL in Q1 2021 and held it in 4 quarters. The position peaked at $1.15M in Q1 2023. 1,128 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Monumental Financial Group reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 4,668 Estee Lauder shares in Q2 2023, an estimated $1.15M.
  • Monumental Financial Group first reported a position in Estee Lauder in Q1 2021 and held it in 4 quarters.
  • Monumental Financial Group's Estee Lauder position peaked at $1.15M in Q1 2023.
  • 1,128 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.