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One Plus One Wealth Management’s Estee Lauder EL Stock Holding History

One Plus One Wealth 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
Q4 		– Sell
-1,063
Closed -$230K – 95
2022
Q3 		$230K Sell
1,063
-131
-11% -$33.4K 0.19% 79
2022
Q2 		$304K Hold
1,194
– – 0.23% 69
2022
Q1 		$325K Hold
1,194
– – 0.22% 68
2021
Q4 		$442K Sell
1,194
-86
-7% -$29.2K 0.31% 52
2021
Q3 		$384K Hold
1,280
– – 0.28% 50
2021
Q2 		$407K Hold
1,280
– – 0.28% 45
2021
Q1 		$372K Buy
+1,280
New +$350K 0.29% 47

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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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

One Plus One Wealth Management's EL Position: Q4 2022 in Review

One Plus One Wealth Management sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 1,063 shares — an estimated $230K sold.

One Plus One Wealth Management first reported a position in EL in Q1 2021 and held it in 7 quarters. The position peaked at $442K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • One Plus One Wealth Management reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • One Plus One Wealth Management sold 1,063 Estee Lauder shares in Q4 2022, an estimated $230K.
  • One Plus One Wealth Management first reported a position in Estee Lauder in Q1 2021 and held it in 7 quarters.
  • One Plus One Wealth Management's Estee Lauder position peaked at $442K in Q4 2021.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on One Plus One Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.