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PFS Investments’s Estee Lauder EL Stock Holding History

PFS Investments’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 		$685K Buy
3,486
+1,079
+45% +$229K 0.01% 384
2023
Q1 		$581K Buy
2,407
+532
+28% +$135K 0.01% 383
2022
Q4 		$465K Buy
+1,875
New +$419K 0.01% 372

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PFS Investments's EL Position: Q2 2023 in Review

PFS Investments increased its Estee Lauder (EL) stake by 45% in Q2 2023, buying an estimated $229K and bringing the position to 3,486 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #384.

PFS Investments first reported a position in EL in Q4 2022 and has held it in 3 quarters since. 1,128 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • PFS Investments held 3,486 shares of Estee Lauder worth $685K as of Q2 2023.
  • PFS Investments bought 1,079 Estee Lauder shares in Q2 2023, an estimated $229K.
  • Estee Lauder made up 0.01% of PFS Investments's portfolio in Q2 2023, its #384 holding.
  • PFS Investments first reported a position in Estee Lauder in Q4 2022 and has held it in 3 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.