Platte River Wealth Advisors’s Estee Lauder EL Stock Holding History

Platte River 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 Q4	–	Sell	-3,847	Closed	-$556K	–	97
2023 Q3	$556K	Sell	3,847 -400	-9%	-$66.7K	0.2%	60
2023 Q2	$834K	Sell	4,247 -108	-2%	-$22.9K	0.29%	54
2023 Q1	$1.07M	Sell	4,355 -60	-1%	-$15.2K	0.41%	41
2022 Q4	$1.1M	Hold	4,415	–	–	0.46%	42
2022 Q3	$953K	Hold	4,415	–	–	0.43%	42
2022 Q2	$1.12M	Sell	4,415 -20	-0.5%	-$5.07K	0.49%	38
2022 Q1	$1.21M	Sell	4,435 -170	-4%	-$51.2K	0.44%	41
2021 Q4	$1.57M	Sell	4,605 -50	-1%	-$17K	0.54%	37
2021 Q3	$1.4M	Hold	4,655	–	–	0.52%	39
2021 Q2	$1.48M	Sell	4,655 -45	-1%	-$13.6K	0.56%	37
2021 Q1	$1.4M	Hold	4,700	–	–	0.58%	38
2020 Q4	$1.2M	Sell	4,700 -65	-1%	-$15.6K	0.52%	40
2020 Q3	$1.04M	Sell	4,765 -40	-0.8%	-$8.23K	0.54%	42
2020 Q2	$923K	Buy	+4,805	New	+$859K	0.51%	47
2019 Q4	$1M	Buy	+5,130	New	+$996K	0.53%	54

Other funds holding EL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

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