PSI Advisors’s Estee Lauder EL Stock Holding History

PSI 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	-4	Closed	-$986	–	859
2023 Q1	$986	Hold	4	–	–	﹤0.01%	672
2022 Q4	$992	Hold	4	–	–	﹤0.01%	665
2022 Q3	$1K	Buy	+4	New	+$1.02K	﹤0.01%	680
2022 Q2	–	Sell	-4	Closed	-$1K	–	786
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	661
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	706
2021 Q3	$1K	Buy	+4	New	+$1.31K	﹤0.01%	683

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

PSI Advisors's EL Position: Q2 2023 in Review

PSI Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 4 shares — an estimated $986 sold.

PSI Advisors first reported a position in EL in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

PSI Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 4 Estee Lauder shares in Q2 2023, an estimated $986.
PSI Advisors first reported a position in Estee Lauder in Q3 2021 and held it in 6 quarters.
PSI Advisors's Estee Lauder position peaked at $1K in Q3 2022.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.