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PFG Private Wealth Management’s Estee Lauder EL Stock Holding History

PFG Private Wealth 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
-316
Closed -$77.9K – 287
2023
Q1 		$77.9K Buy
316
+18
+6% +$4.57K 0.05% 131
2022
Q4 		$74K Hold
298
– – 0.05% 114
2022
Q3 		$64K Sell
298
-10
-3% -$2.55K 0.04% 130
2022
Q2 		$78K Hold
308
– – 0.04% 133
2022
Q1 		$84K Buy
308
+25
+9% +$7.52K 0.04% 140
2021
Q4 		$105K Buy
+283
New +$96K 0.05% 98

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
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

PFG Private Wealth Management's EL Position: Q2 2023 in Review

PFG Private Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 316 shares — an estimated $77.9K sold.

PFG Private Wealth Management first reported a position in EL in Q4 2021 and held it in 6 quarters. The position peaked at $105K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • PFG Private Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 316 Estee Lauder shares in Q2 2023, an estimated $77.9K.
  • PFG Private Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Estee Lauder position peaked at $105K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.