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Summit Wealth & Retirement Planning’s Estee Lauder EL Stock Holding History

Summit Wealth & Retirement Planning’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
-1,012
Closed -$249K – 66
2023
Q1 		$249K Sell
1,012
-691
-41% -$176K 0.09% 95
2022
Q4 		$423K Sell
1,703
-131
-7% -$29.3K 0.17% 70
2022
Q3 		$396K Hold
1,834
– – 0.16% 74
2022
Q2 		$467K Buy
+1,834
New +$465K 0.18% 71

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Wealth & Retirement Planning's EL Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,012 shares — an estimated $249K sold.

Summit Wealth & Retirement Planning first reported a position in EL in Q2 2022 and held it in 4 quarters. The position peaked at $467K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,012 Estee Lauder shares in Q2 2023, an estimated $249K.
  • Summit Wealth & Retirement Planning first reported a position in Estee Lauder in Q2 2022 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Estee Lauder position peaked at $467K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.