Sigma Planning Corp’s Estee Lauder EL Stock Holding History

Sigma Planning Corp’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	-811	Closed	-$200K	–	1251
2023 Q1	$200K	Sell	811 -815	-50%	-$207K	0.01%	1177
2022 Q4	$404K	Buy	1,626 +35	+2%	+$7.82K	0.01%	854
2022 Q3	$344K	Sell	1,591 -13	-0.8%	-$3.32K	0.01%	890
2022 Q2	$409K	Buy	+1,604	New	+$407K	0.01%	843
2021 Q4	–	Sell	-673	Closed	-$202K	–	1410
2021 Q3	$202K	Buy	+673	New	+$220K	0.01%	1266
2020 Q3	–	Sell	-1,557	Closed	-$294K	–	1089
2020 Q2	$294K	Sell	1,557 -501	-24%	-$89.5K	0.01%	784
2020 Q1	$328K	Buy	2,058 +211	+11%	+$40.7K	0.02%	611
2019 Q4	$381K	Sell	1,847 -315	-15%	-$61.2K	0.02%	693
2019 Q3	$430K	Buy	2,162 +493	+30%	+$94.3K	0.02%	631
2019 Q2	$306K	Buy	+1,669	New	+$285K	0.02%	722

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

Sigma Planning Corp's EL Position: Q2 2023 in Review

Sigma Planning Corp sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 811 shares — an estimated $200K sold.

Sigma Planning Corp first reported a position in EL in Q2 2019 and held it in 10 quarters. The position peaked at $430K in Q3 2019. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Sigma Planning Corp reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 811 Estee Lauder shares in Q2 2023, an estimated $200K.
Sigma Planning Corp first reported a position in Estee Lauder in Q2 2019 and held it in 10 quarters.
Sigma Planning Corp's Estee Lauder position peaked at $430K in Q3 2019.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.