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Sonora Investment Management Group’s Estee Lauder EL Stock Holding History

Sonora Investment Management Group’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
-818
Closed -$202K – 269
2023
Q1 		$202K Hold
818
– – 0.02% 252
2022
Q4 		$203K Sell
818
-2
-0.2% -$447 0.02% 246
2022
Q3 		$209K Hold
820
– – 0.03% 186
2022
Q2 		$209K Buy
820
+2
+0.2% +$507 0.02% 219
2022
Q1 		$223K Hold
818
– – 0.03% 194
2021
Q4 		$303K Buy
+818
New +$278K 0.04% 170

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sonora Investment Management Group's EL Position: Q2 2023 in Review

Sonora Investment Management Group sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 818 shares — an estimated $202K sold.

Sonora Investment Management Group first reported a position in EL in Q4 2021 and held it in 6 quarters. The position peaked at $303K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Sonora Investment Management Group reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 818 Estee Lauder shares in Q2 2023, an estimated $202K.
  • Sonora Investment Management Group first reported a position in Estee Lauder in Q4 2021 and held it in 6 quarters.
  • Sonora Investment Management Group's Estee Lauder position peaked at $303K in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Sonora Investment Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.