SW
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SteelPeak Wealth’s Estee Lauder EL Stock Holding History

SteelPeak Wealth’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
-2,035
Closed -$400K – 469
2023
Q2 		$400K Sell
2,035
-35
-2% -$7.42K 0.02% 279
2023
Q1 		$510K Buy
2,070
+25
+1% +$6.35K 0.03% 239
2022
Q4 		$507K Buy
2,045
+45
+2% +$10.1K 0.04% 243
2022
Q3 		$432K Buy
2,000
+1,000
+100% +$255K 0.03% 269
2022
Q2 		$255K Sell
1,000
-13
-1% -$3.3K 0.02% 343
2022
Q1 		$276K Buy
+1,013
New +$305K 0.02% 359

Other funds holding EL

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SteelPeak Wealth's EL Position: Q3 2023 in Review

SteelPeak Wealth sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 2,035 shares — an estimated $400K sold.

SteelPeak Wealth first reported a position in EL in Q1 2022 and held it in 6 quarters. The position peaked at $510K in Q1 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • SteelPeak Wealth reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 2,035 Estee Lauder shares in Q3 2023, an estimated $400K.
  • SteelPeak Wealth first reported a position in Estee Lauder in Q1 2022 and held it in 6 quarters.
  • SteelPeak Wealth's Estee Lauder position peaked at $510K in Q1 2023.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.