StrongBox Wealth’s Estee Lauder EL Stock Holding History

StrongBox 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
2022 Q1	–	Sell	-1,210	Closed	-$448K	–	95
2021 Q4	$448K	Buy	1,210 +49	+4%	+$16.6K	0.22%	75
2021 Q3	$348K	Buy	+1,161	New	+$379K	0.2%	82

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

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

StrongBox Wealth's EL Position: Q1 2022 in Review

StrongBox Wealth sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 1,210 shares — an estimated $448K sold.

StrongBox Wealth first reported a position in EL in Q3 2021 and held it in 2 quarters. The position peaked at $448K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

StrongBox Wealth reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
StrongBox Wealth sold 1,210 Estee Lauder shares in Q1 2022, an estimated $448K.
StrongBox Wealth first reported a position in Estee Lauder in Q3 2021 and held it in 2 quarters.
StrongBox Wealth's Estee Lauder position peaked at $448K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on StrongBox Wealth's 13F filing for Q1 2022, filed 14 Apr 2022.