Oxford Financial Group’s Estee Lauder EL Stock Holding History

Oxford 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 Q3	–	Sell	-1,190	Closed	-$234K	–	273
2023 Q2	$234K	Buy	+1,190	New	+$252K	0.02%	207

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oxford Financial Group's EL Position: Q3 2023 in Review

Oxford Financial Group sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,190 shares — an estimated $234K sold.

Oxford Financial Group first reported a position in EL in Q2 2023 and held it in 1 quarter. The position peaked at $234K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Oxford Financial Group reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Oxford Financial Group sold 1,190 Estee Lauder shares in Q3 2023, an estimated $234K.
Oxford Financial Group first reported a position in Estee Lauder in Q2 2023 and held it in 1 quarter.
Oxford Financial Group's Estee Lauder position peaked at $234K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.