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Sutton Wealth Advisors’s Estee Lauder EL Stock Holding History

Sutton 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 		$17.8K Buy
123
+48
+64% +$8K 0.01% 372
2023
Q2 		$14.7K Sell
75
-21
-22% -$4.46K 0.01% 395
2023
Q1 		$23.7K Sell
96
-10
-9% -$2.54K 0.01% 289
2022
Q4 		$26.3K Sell
106
-11
-9% -$2.46K 0.01% 589
2022
Q3 		$25.3K Buy
117
+36
+44% +$9.19K 0.01% 589
2022
Q2 		$20.6K Buy
81
+1
+1% +$254 0.01% 665
2022
Q1 		$21.8K Sell
80
-3
-4% -$903 0.01% 684
2021
Q4 		$30.7K Buy
83
+1
+1% +$339 0.01% 571
2021
Q3 		$24.6K Buy
82
+2
+3% +$653 0.01% 633
2021
Q2 		$25.4K Hold
80
– – 0.01% 631
2021
Q1 		$23.3K Buy
80
+8
+11% +$2.19K 0.01% 626
2020
Q4 		$19.2K Buy
72
+5
+7% +$1.2K 0.01% 626
2020
Q3 		$14.6K Hold
67
– – 0.01% 633
2020
Q2 		$12.6K Buy
67
+3
+5% +$536 0.01% 648
2020
Q1 		$10.2K Buy
64
+3
+5% +$579 0.01% 647
2019
Q4 		$12.6K Hold
61
– – 0.01% 755
2019
Q3 		$12.1K Hold
61
– – 0.01% 738
2019
Q2 		$11.2K Buy
61
+5
+9% +$854 0.01% 745
2019
Q1 		$9.27K Buy
56
+7
+14% +$1.03K 0.01% 796
2018
Q4 		$6.38K Buy
49
+3
+7% +$408 ﹤0.01% 841
2018
Q3 		$6.68K Hold
46
– – ﹤0.01% 857
2018
Q2 		$6.56K Buy
46
+3
+7% +$444 ﹤0.01% 895
2018
Q1 		$6.44K Hold
43
– – ﹤0.01% 896
2017
Q4 		$5.47K Hold
43
– – ﹤0.01% 881
2017
Q3 		$4.64K Hold
43
– – ﹤0.01% 885
2017
Q2 		$4.13K Hold
43
– – ﹤0.01% 899
2017
Q1 		$3.65K Sell
43
-3
-7% -$248 ﹤0.01% 884
2016
Q4 		$3.52K Hold
46
– – ﹤0.01% 881
2016
Q3 		$4.07K Hold
46
– – ﹤0.01% 859
2016
Q2 		$4.19K Hold
46
– – ﹤0.01% 820
2016
Q1 		$4.34K Buy
+46
New +$4.1K ﹤0.01% 781

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Estee Lauder (EL) stake by 64% in Q3 2023, buying an estimated $8K and bringing the position to 123 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #372.

Sutton Wealth Advisors first reported a position in EL in Q1 2016 and has held it in 31 quarters since. The position peaked at $30.7K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Sutton Wealth Advisors held 123 shares of Estee Lauder worth $17.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 48 Estee Lauder shares in Q3 2023, an estimated $8K.
  • Estee Lauder made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #372 holding.
  • Sutton Wealth Advisors first reported a position in Estee Lauder in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Estee Lauder position peaked at $30.7K in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.