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TD Ameritrade Investment Management’s Estee Lauder EL Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-71
Closed -$14K – 133
2023
Q2 		$14K Buy
71
+33
+87% +$7K ﹤0.01% 319
2023
Q1 		$9K Hold
38
– – ﹤0.01% 383
2022
Q4 		$9K Buy
+38
New +$8.49K ﹤0.01% 391
2021
Q4 		– Sell
-6
Closed -$1K – 645
2021
Q3 		$1K Buy
+6
New +$1.96K ﹤0.01% 611
2021
Q2 		– Sell
-6
Closed -$2K – 644
2021
Q1 		$2K Hold
6
– – ﹤0.01% 582
2020
Q4 		$2K Hold
6
– – ﹤0.01% 582
2020
Q3 		$1K Hold
6
– – ﹤0.01% 611
2020
Q2 		$1K Buy
+6
New +$1.07K ﹤0.01% 604

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

TD Ameritrade Investment Management's EL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 71 shares — an estimated $14K sold.

TD Ameritrade Investment Management first reported a position in EL in Q2 2020 and held it in 8 quarters. The position peaked at $14K in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 71 Estee Lauder shares in Q3 2023, an estimated $14K.
  • TD Ameritrade Investment Management first reported a position in Estee Lauder in Q2 2020 and held it in 8 quarters.
  • TD Ameritrade Investment Management's Estee Lauder position peaked at $14K in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.