PRW Wealth Management’s Estee Lauder EL Stock Holding History

PRW 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
2021 Q3	–	Sell	-5,620	Closed	-$1.79M	–	151
2021 Q2	$1.79M	Buy	+5,620	New	+$1.7M	0.53%	55
2019 Q2	–	Sell	-3	Closed	–	–	245
2019 Q1	$0	Hold	3	–	–	﹤0.01%	711
2018 Q4	$0	Buy	+3	New	+$408	﹤0.01%	698

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PRW Wealth Management's EL Position: Q3 2021 in Review

PRW Wealth Management sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 5,620 shares — an estimated $1.79M sold.

PRW Wealth Management first reported a position in EL in Q4 2018 and held it in 3 quarters. The position peaked at $1.79M in Q2 2021. 1,171 funds tracked by Wall St. Rank hold EL as of Q3 2021.

PRW Wealth Management reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 5,620 Estee Lauder shares in Q3 2021, an estimated $1.79M.
PRW Wealth Management first reported a position in Estee Lauder in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Estee Lauder position peaked at $1.79M in Q2 2021.
1,171 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.