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Steward Financial Group’s Estee Lauder EL Stock Holding History

Steward Financial 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
Q3 		$8K Buy
+60
New +$10K ﹤0.01% 440
2022
Q3 		– Sell
-14
Closed -$3K – 457
2022
Q2 		$3K Buy
+14
New +$3.55K ﹤0.01% 436

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

Steward Financial Group's EL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Estee Lauder (EL) in Q3 2023: 60 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EL as recently as Q2 2022.

Steward Financial Group first reported a position in EL in Q2 2022 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Steward Financial Group held 60 shares of Estee Lauder worth $8K as of Q3 2023.
  • Estee Lauder was a new Steward Financial Group position in Q3 2023.
  • Estee Lauder made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #440 holding.
  • Steward Financial Group first reported a position in Estee Lauder in Q2 2022 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.