Sargent Bickham Lagudis’s Estee Lauder EL Stock Holding History

Sargent Bickham Lagudis’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 Q4	$187K	Hold	753	–	–	0.02%	276
2022 Q3	$163K	Hold	753	–	–	0.01%	260
2022 Q2	$192K	Sell	753 -7	-0.9%	-$1.78K	0.02%	255
2022 Q1	$207K	Hold	760	–	–	0.02%	243
2021 Q4	$281K	Hold	760	–	–	0.02%	214
2021 Q3	$228K	Hold	760	–	–	0.02%	234
2021 Q2	$242K	Hold	760	–	–	0.02%	238
2021 Q1	$221K	Hold	760	–	–	0.02%	228
2020 Q4	$202K	Buy	760 +7	+0.9%	+$1.68K	0.02%	235
2020 Q3	$164K	Sell	753 -47	-6%	-$9.67K	0.02%	236
2020 Q2	$151K	Hold	800	–	–	0.02%	229
2020 Q1	$127K	Hold	800	–	–	0.02%	233
2019 Q4	$165K	Hold	800	–	–	0.02%	223
2019 Q3	$159K	Hold	800	–	–	0.02%	213
2019 Q2	$146K	Hold	800	–	–	0.02%	235
2019 Q1	$132K	Hold	800	–	–	0.02%	250
2018 Q4	$104K	Hold	800	–	–	0.01%	264
2018 Q3	$116K	Hold	800	–	–	0.01%	256
2018 Q2	$114K	Hold	800	–	–	0.01%	256
2018 Q1	$120K	Hold	800	–	–	0.01%	256
2017 Q4	$102K	Hold	800	–	–	0.01%	277
2017 Q3	$86K	Hold	800	–	–	0.01%	296
2017 Q2	$77K	Hold	800	–	–	0.01%	300
2017 Q1	$68K	Hold	800	–	–	0.01%	313
2016 Q4	$61K	Hold	800	–	–	0.01%	307
2016 Q3	$71	Hold	800	–	–	0.01%	295
2016 Q2	$73K	Buy	800 +200	+33%	+$18.7K	0.01%	293
2016 Q1	$57K	Buy	+600	New	+$53.5K	0.01%	343

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sargent Bickham Lagudis's EL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Estee Lauder (EL) position steady in Q4 2022 at 753 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #276.

Sargent Bickham Lagudis first reported a position in EL in Q1 2016 and has held it in 28 quarters since. The position peaked at $281K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

Sargent Bickham Lagudis held 753 shares of Estee Lauder worth $187K as of Q4 2022.
Sargent Bickham Lagudis left its Estee Lauder share count unchanged in Q4 2022.
Estee Lauder made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #276 holding.
Sargent Bickham Lagudis first reported a position in Estee Lauder in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Estee Lauder position peaked at $281K in Q4 2021.
1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.