PCA
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Personal Capital Advisors’s Estee Lauder EL Stock Holding History

Personal Capital 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
Q4 		$12.8M Buy
51,558
+562
+1% +$126K 0.06% 155
2022
Q3 		$11M Buy
50,996
+8,961
+21% +$2.29M 0.06% 159
2022
Q2 		$10.7M Sell
42,035
-6,654
-14% -$1.69M 0.06% 166
2022
Q1 		$13.3M Buy
48,689
+2,823
+6% +$849K 0.06% 148
2021
Q4 		$17M Buy
45,866
+2,441
+6% +$828K 0.08% 132
2021
Q3 		$13M Buy
43,425
+2,647
+6% +$865K 0.07% 141
2021
Q2 		$13M Buy
40,778
+5,033
+14% +$1.53M 0.07% 139
2021
Q1 		$10.4M Buy
35,745
+4,659
+15% +$1.28M 0.06% 152
2020
Q4 		$8.28M Buy
31,086
+3,888
+14% +$935K 0.05% 151
2020
Q3 		$5.94M Buy
27,198
+2,912
+12% +$599K 0.04% 160
2020
Q2 		$4.58M Buy
24,286
+2,856
+13% +$510K 0.04% 163
2020
Q1 		$3.45M Buy
21,430
+2,473
+13% +$477K 0.03% 179
2019
Q4 		$3.92M Buy
18,957
+2,640
+16% +$513K 0.03% 172
2019
Q3 		$3.25M Buy
16,317
+1,731
+12% +$331K 0.03% 168
2019
Q2 		$2.67M Buy
14,586
+2,838
+24% +$485K 0.03% 171
2019
Q1 		$1.95M Buy
11,748
+2,857
+32% +$420K 0.02% 182
2018
Q4 		$1.16M Buy
8,891
+1,519
+21% +$206K 0.02% 191
2018
Q3 		$1.07M Buy
7,372
+2,726
+59% +$378K 0.01% 186
2018
Q2 		$663K Buy
4,646
+2,889
+164% +$428K 0.01% 194
2018
Q1 		$263K Buy
+1,757
New +$243K ﹤0.01% 232

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $528B 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