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Surevest’s Estee Lauder EL Stock Holding History

Surevest’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
Q3 		$1K Sell
5
-11
-69% -$2.81K ﹤0.01% 442
2022
Q2 		$4K Buy
16
+5
+45% +$1.27K ﹤0.01% 351
2022
Q1 		$3K Hold
11
– – ﹤0.01% 355
2021
Q4 		$4K Buy
+11
New +$3.73K ﹤0.01% 337

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's EL Position: Q3 2022 in Review

Surevest reduced its Estee Lauder (EL) stake by 69% in Q3 2022, selling an estimated $2.81K and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Surevest first reported a position in EL in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q2 2022. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Surevest held 5 shares of Estee Lauder worth $1K as of Q3 2022.
  • Surevest sold 11 Estee Lauder shares in Q3 2022, an estimated $2.81K.
  • Estee Lauder made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #442 holding.
  • Surevest first reported a position in Estee Lauder in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Estee Lauder position peaked at $4K in Q2 2022.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.