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Palisades Hudson Asset Management’s Estee Lauder EL Stock Holding History

Palisades Hudson Asset 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
2023
Q2 		– Sell
-923
Closed -$227K – 99
2023
Q1 		$227K Hold
923
– – 0.12% 93
2022
Q4 		$229K Buy
+923
New +$206K 0.13% 96
2020
Q1 		– Sell
-973
Closed -$201K – 92
2019
Q4 		$201K Buy
+973
New +$189K 0.13% 105

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Palisades Hudson Asset Management's EL Position: Q2 2023 in Review

Palisades Hudson Asset Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 923 shares — an estimated $227K sold.

Palisades Hudson Asset Management first reported a position in EL in Q4 2019 and held it in 3 quarters. The position peaked at $229K in Q4 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Palisades Hudson Asset Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 923 Estee Lauder shares in Q2 2023, an estimated $227K.
  • Palisades Hudson Asset Management first reported a position in Estee Lauder in Q4 2019 and held it in 3 quarters.
  • Palisades Hudson Asset Management's Estee Lauder position peaked at $229K in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.