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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's EL Position: Q4 2022 in Review

Personal Capital Advisors increased its Estee Lauder (EL) stake by 1.1% in Q4 2022, buying an estimated $126K and bringing the position to 51,558 shares worth $12.8M. The position accounts for 0.06% of the portfolio, ranked #155.

Personal Capital Advisors first reported a position in EL in Q1 2018 and has held it in 20 quarters since. The position peaked at $17M in Q4 2021. 1,181 funds tracked by Wall St. Rank hold EL as of Q4 2022.

Personal Capital Advisors held 51,558 shares of Estee Lauder worth $12.8M as of Q4 2022.
Personal Capital Advisors bought 562 Estee Lauder shares in Q4 2022, an estimated $126K.
Estee Lauder made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #155 holding.
Personal Capital Advisors first reported a position in Estee Lauder in Q1 2018 and has held it in 20 quarters since.
Personal Capital Advisors's Estee Lauder position peaked at $17M in Q4 2021.
1,181 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.