Selective Wealth Management’s Estee Lauder EL Stock Holding History

Selective 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
2022 Q4	–	Sell	-61	Closed	-$13K	–	278
2022 Q3	$13K	Hold	61	–	–	0.01%	480
2022 Q2	$16K	Hold	61	–	–	0.01%	497
2022 Q1	$17K	Hold	61	–	–	0.01%	468
2021 Q4	$23K	Hold	61	–	–	0.01%	391
2021 Q3	$18K	Hold	61	–	–	0.01%	372
2021 Q2	$19K	Hold	61	–	–	0.02%	282
2021 Q1	$18K	Hold	61	–	–	0.02%	201
2020 Q4	$16K	Hold	61	–	–	0.01%	200
2020 Q3	$13K	Hold	61	–	–	0.01%	185
2020 Q2	$12K	Buy	61 +25	+69%	+$4.47K	0.01%	224
2020 Q1	$6K	Hold	36	–	–	0.01%	187
2019 Q4	$7K	Hold	36	–	–	0.01%	185
2019 Q3	$7K	Buy	+36	New	+$6.88K	0.01%	193

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

Selective Wealth Management's EL Position: Q4 2022 in Review

Selective Wealth Management sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 61 shares — an estimated $13K sold.

Selective Wealth Management first reported a position in EL in Q3 2019 and held it in 13 quarters. The position peaked at $23K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

Selective Wealth Management reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 61 Estee Lauder shares in Q4 2022, an estimated $13K.
Selective Wealth Management first reported a position in Estee Lauder in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Estee Lauder position peaked at $23K in Q4 2021.
1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.