Ritholtz Wealth Management’s Estee Lauder EL Stock Holding History

Ritholtz 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 Q2	–	Sell	-1,424	Closed	-$351K	–	684
2023 Q1	$351K	Buy	1,424 +344	+32%	+$87.4K	0.02%	479
2022 Q4	$268K	Sell	1,080 -276	-20%	-$61.6K	0.02%	476
2022 Q3	$293K	Buy	1,356 +187	+16%	+$47.7K	0.02%	544
2022 Q2	$298K	Sell	1,169 -99	-8%	-$25.1K	0.02%	414
2022 Q1	$345K	Sell	1,268 -310	-20%	-$93.3K	0.02%	387
2021 Q4	$584K	Buy	1,578 +479	+44%	+$163K	0.04%	265
2021 Q3	$330K	Buy	1,099 +172	+19%	+$56.2K	0.02%	351
2021 Q2	$295K	Buy	927 +233	+34%	+$70.6K	0.02%	372
2021 Q1	$202K	Buy	+694	New	+$190K	0.02%	406
2020 Q2	–	Sell	-1,281	Closed	-$204K	–	297
2020 Q1	$204K	Buy	+1,281	New	+$247K	0.03%	144

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

Ritholtz Wealth Management's EL Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,424 shares — an estimated $351K sold.

Ritholtz Wealth Management first reported a position in EL in Q1 2020 and held it in 10 quarters. The position peaked at $584K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Ritholtz Wealth Management reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Ritholtz Wealth Management sold 1,424 Estee Lauder shares in Q2 2023, an estimated $351K.
Ritholtz Wealth Management first reported a position in Estee Lauder in Q1 2020 and held it in 10 quarters.
Ritholtz Wealth Management's Estee Lauder position peaked at $584K in Q4 2021.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.