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Stewart & Patten Company’s Estee Lauder EL Stock Holding History

Stewart & Patten Company’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
-861
Closed -$212K – 92
2023
Q1 		$212K Buy
861
+5
+0.6% +$1.27K 0.04% 90
2022
Q4 		$212K Buy
+856
New +$191K 0.04% 86

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stewart & Patten Company's EL Position: Q2 2023 in Review

Stewart & Patten Company sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 861 shares — an estimated $212K sold.

Stewart & Patten Company first reported a position in EL in Q4 2022 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Stewart & Patten Company reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Stewart & Patten Company sold 861 Estee Lauder shares in Q2 2023, an estimated $212K.
  • Stewart & Patten Company first reported a position in Estee Lauder in Q4 2022 and held it in 2 quarters.
  • Stewart & Patten Company's Estee Lauder position peaked at $212K in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Stewart & Patten Company's 13F filing for Q2 2023, filed 19 Jul 2023.