Standard Family Office’s Estee Lauder EL Stock Holding History

Standard Family Office’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	-34	Closed	-$7K	–	141
2022 Q3	$7K	Buy	+34	New	+$8.68K	﹤0.01%	278
2021 Q3	–	Sell	-10	Closed	-$3K	–	213
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	297
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	348
2020 Q4	$3K	Buy	+10	New	+$2.41K	﹤0.01%	354

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

Standard Family Office's EL Position: Q4 2022 in Review

Standard Family Office sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 34 shares — an estimated $7K sold.

Standard Family Office first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

Standard Family Office reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 34 Estee Lauder shares in Q4 2022, an estimated $7K.
Standard Family Office first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
Standard Family Office's Estee Lauder position peaked at $7K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.