Red Door Wealth Management’s Estee Lauder EL Stock Holding History

Red Door 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
2023 Q3	–	Sell	-1,928	Closed	-$379K	–	189
2023 Q2	$379K	Buy	+1,928	New	+$409K	0.08%	150
2021 Q3	–	Sell	-150	Closed	-$47K	–	289
2021 Q2	$47K	Buy	+150	New	+$45.5K	0.02%	265
2020 Q3	–	Sell	-150	Closed	-$28K	–	198
2020 Q2	$28K	Hold	150	–	–	0.02%	225
2020 Q1	$23K	Buy	+150	New	+$28.9K	0.02%	218

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Red Door Wealth Management's EL Position: Q3 2023 in Review

Red Door Wealth Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,928 shares — an estimated $379K sold.

Red Door Wealth Management first reported a position in EL in Q1 2020 and held it in 4 quarters. The position peaked at $379K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Red Door Wealth Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 1,928 Estee Lauder shares in Q3 2023, an estimated $379K.
Red Door Wealth Management first reported a position in Estee Lauder in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's Estee Lauder position peaked at $379K in Q2 2023.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.