Sandy Cove Advisors’s Estee Lauder EL Stock Holding History

Sandy Cove 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
2022 Q2	–	Sell	-441	Closed	-$120K	–	167
2022 Q1	$120K	Hold	441	–	–	0.1%	114
2021 Q4	$163K	Buy	+441	New	+$150K	0.14%	89

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sandy Cove Advisors's EL Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 441 shares — an estimated $120K sold.

Sandy Cove Advisors first reported a position in EL in Q4 2021 and held it in 2 quarters. The position peaked at $163K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

Sandy Cove Advisors reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 441 Estee Lauder shares in Q2 2022, an estimated $120K.
Sandy Cove Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's Estee Lauder position peaked at $163K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.