Sittner & Nelson’s Estee Lauder EL Stock Holding History

Sittner & Nelson’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 Q3	–	Sell	-18	Closed	-$3.54K	–	474
2023 Q2	$3.54K	Hold	18	–	–	﹤0.01%	425
2023 Q1	$4.44K	Buy	+18	New	+$4.57K	﹤0.01%	419

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sittner & Nelson's EL Position: Q3 2023 in Review

Sittner & Nelson sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 18 shares — an estimated $3.54K sold.

Sittner & Nelson first reported a position in EL in Q1 2023 and held it in 2 quarters. The position peaked at $4.44K in Q1 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Sittner & Nelson reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Sittner & Nelson sold 18 Estee Lauder shares in Q3 2023, an estimated $3.54K.
Sittner & Nelson first reported a position in Estee Lauder in Q1 2023 and held it in 2 quarters.
Sittner & Nelson's Estee Lauder position peaked at $4.44K in Q1 2023.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Sittner & Nelson's 13F filing for Q3 2023, filed 13 Nov 2023.