Stratos Wealth Advisors’s Estee Lauder EL Stock Holding History

Stratos Wealth Advisors’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	-1,064	Closed	-$209K	–	683
2023 Q2	$209K	Buy	1,064 +58	+6%	+$12.3K	0.01%	593
2023 Q1	$248K	Sell	1,006 -4,964	-83%	-$1.26M	0.02%	535
2022 Q4	$1.48M	Buy	5,970 +548	+10%	+$122K	0.12%	226
2022 Q3	$1.17M	Buy	5,422 +176	+3%	+$44.9K	0.12%	223
2022 Q2	$1.34M	Buy	5,246 +341	+7%	+$86.5K	0.12%	214
2022 Q1	$1.34M	Buy	4,905 +565	+13%	+$170K	0.11%	225
2021 Q4	$1.61M	Buy	4,340 +501	+13%	+$170K	0.12%	214
2021 Q3	$1.15M	Buy	3,839 +29	+0.8%	+$9.47K	0.1%	232
2021 Q2	$1.21M	Buy	+3,810	New	+$1.16M	0.11%	216

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Wealth Advisors's EL Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,064 shares — an estimated $209K sold.

Stratos Wealth Advisors first reported a position in EL in Q2 2021 and held it in 9 quarters. The position peaked at $1.61M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Stratos Wealth Advisors reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 1,064 Estee Lauder shares in Q3 2023, an estimated $209K.
Stratos Wealth Advisors first reported a position in Estee Lauder in Q2 2021 and held it in 9 quarters.
Stratos Wealth Advisors's Estee Lauder position peaked at $1.61M in Q4 2021.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.