Phoenix Wealth Advisors’s Estee Lauder EL Stock Holding History

Phoenix Wealth 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
2023 Q2	–	Sell	-965	Closed	-$238K	–	107
2023 Q1	$238K	Hold	965	–	–	0.15%	97
2022 Q4	$239K	Hold	965	–	–	0.14%	96
2022 Q3	$208K	Sell	965 -167	-15%	-$42.6K	0.21%	101
2022 Q2	$288K	Sell	1,132 -20	-2%	-$5.07K	0.28%	85
2022 Q1	$305K	Hold	1,152	–	–	0.32%	68
2021 Q4	$426K	Hold	1,152	–	–	0.32%	72
2021 Q3	$346K	Hold	1,152	–	–	0.26%	80
2021 Q2	$368K	Sell	1,152 -256	-18%	-$77.6K	0.27%	81
2021 Q1	$412K	Hold	1,408	–	–	0.32%	60
2020 Q4	$375K	Buy	+1,408	New	+$339K	0.28%	70

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Phoenix Wealth Advisors's EL Position: Q2 2023 in Review

Phoenix Wealth Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 965 shares — an estimated $238K sold.

Phoenix Wealth Advisors first reported a position in EL in Q4 2020 and held it in 10 quarters. The position peaked at $426K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Phoenix Wealth Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 965 Estee Lauder shares in Q2 2023, an estimated $238K.
Phoenix Wealth Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 10 quarters.
Phoenix Wealth Advisors's Estee Lauder position peaked at $426K in Q4 2021.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.