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Narwhal Capital Management’s Estee Lauder EL Stock Holding History

Narwhal Capital 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
-600
Closed -$222K – 158
2021
Q4 		$222K Buy
+600
New +$204K 0.03% 145
2020
Q3 		– Sell
-3,100
Closed -$585K – 148
2020
Q2 		$585K Buy
3,100
+500
+19% +$89.3K 0.1% 101
2020
Q1 		$414K Buy
+2,600
New +$502K 0.09% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Narwhal Capital Management's EL Position: Q1 2022 in Review

Narwhal Capital Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 600 shares — an estimated $222K sold.

Narwhal Capital Management first reported a position in EL in Q1 2020 and held it in 3 quarters. The position peaked at $585K in Q2 2020. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Narwhal Capital Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Narwhal Capital Management sold 600 Estee Lauder shares in Q1 2022, an estimated $222K.
  • Narwhal Capital Management first reported a position in Estee Lauder in Q1 2020 and held it in 3 quarters.
  • Narwhal Capital Management's Estee Lauder position peaked at $585K in Q2 2020.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Narwhal Capital Management's 13F filing for Q1 2022, filed 26 Apr 2022.