TCWP’s Estee Lauder EL Stock Holding History

TCWP’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 Q2	–	Sell	-503	Closed	-$136K	–	702
2022 Q1	$136K	Sell	503 -64	-11%	-$19.3K	0.02%	305
2021 Q4	$209K	Buy	+567	New	+$192K	0.04%	248

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

TCWP's EL Position: Q2 2022 in Review

TCWP sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 503 shares — an estimated $136K sold.

TCWP first reported a position in EL in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

TCWP reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
TCWP sold 503 Estee Lauder shares in Q2 2022, an estimated $136K.
TCWP first reported a position in Estee Lauder in Q4 2021 and held it in 2 quarters.
TCWP's Estee Lauder position peaked at $209K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.