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Perennial Investment Advisors’s Estee Lauder EL Stock Holding History

Perennial Investment Advisors’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
Q3 		– Sell
-828
Closed -$211K – 210
2022
Q2 		$211K Hold
828
– – 0.08% 176
2022
Q1 		$226K Hold
828
– – 0.07% 191
2021
Q4 		$307K Hold
828
– – 0.1% 168
2021
Q3 		$248K Sell
828
-45
-5% -$14.7K 0.09% 180
2021
Q2 		$278K Hold
873
– – 0.1% 162
2021
Q1 		$254K Sell
873
-8
-0.9% -$2.19K 0.1% 157
2020
Q4 		$235K Buy
+881
New +$212K 0.1% 143

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perennial Investment Advisors's EL Position: Q3 2022 in Review

Perennial Investment Advisors sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 828 shares — an estimated $211K sold.

Perennial Investment Advisors first reported a position in EL in Q4 2020 and held it in 7 quarters. The position peaked at $307K in Q4 2021. 1,125 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Perennial Investment Advisors reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 828 Estee Lauder shares in Q3 2022, an estimated $211K.
  • Perennial Investment Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 7 quarters.
  • Perennial Investment Advisors's Estee Lauder position peaked at $307K in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Perennial Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.