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Oxler Private Wealth’s Estee Lauder EL Stock Holding History

Oxler Private Wealth’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
-1,422
Closed -$353K – 92
2022
Q4 		$353K Sell
1,422
-170
-11% -$38K 0.19% 83
2022
Q3 		$344K Sell
1,592
-199
-11% -$50.8K 0.19% 81
2022
Q2 		$456K Buy
1,791
+5
+0.3% +$1.27K 0.22% 80
2022
Q1 		$486K Buy
1,786
+4
+0.2% +$1.2K 0.22% 83
2021
Q4 		$660K Buy
1,782
+2
+0.1% +$679 0.27% 82
2021
Q3 		$533K Hold
1,780
– – 0.23% 91
2021
Q2 		$566K Hold
1,780
– – 0.25% 95
2021
Q1 		$517K Buy
1,780
+1,175
+194% +$322K 0.26% 85
2020
Q4 		$107K Buy
+605
New +$146K 0.06% 133

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

Oxler Private Wealth's EL Position: Q1 2023 in Review

Oxler Private Wealth sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 1,422 shares — an estimated $353K sold.

Oxler Private Wealth first reported a position in EL in Q4 2020 and held it in 9 quarters. The position peaked at $660K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Oxler Private Wealth reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Oxler Private Wealth sold 1,422 Estee Lauder shares in Q1 2023, an estimated $353K.
  • Oxler Private Wealth first reported a position in Estee Lauder in Q4 2020 and held it in 9 quarters.
  • Oxler Private Wealth's Estee Lauder position peaked at $660K in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Oxler Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.