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Tiedemann Advisors’s Estee Lauder EL Stock Holding History

Tiedemann 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
2022
Q3 		– Sell
-845
Closed -$214K – 237
2022
Q2 		$214K Buy
+845
New +$214K 0.02% 212
2022
Q1 		– Sell
-687
Closed -$255K – 288
2021
Q4 		$255K Hold
687
– – 0.01% 251
2021
Q3 		$204K Sell
687
-168
-20% -$54.9K 0.01% 282
2021
Q2 		$274K Buy
855
+31
+4% +$9.4K 0.01% 294
2021
Q1 		$238K Sell
824
-361
-30% -$98.8K 0.01% 296
2020
Q4 		$317K Buy
+1,185
New +$285K 0.02% 247
2020
Q1 		– Sell
-1,100
Closed -$228K – 304
2019
Q4 		$228K Buy
+1,100
New +$214K 0.01% 276
2019
Q2 		– Sell
-8,651
Closed -$1.43M – 337
2019
Q1 		$1.43M Sell
8,651
-44
-0.5% -$6.46K 0.07% 170
2018
Q4 		$1.13M Buy
8,695
+4,613
+113% +$627K 0.06% 192
2018
Q3 		$593K Hold
4,082
– – 0.04% 212
2018
Q2 		$583K Buy
4,082
+82
+2% +$12.1K 0.04% 215
2018
Q1 		$599K Buy
+4,000
New +$554K 0.04% 187
2017
Q3 		– Sell
-4,672
Closed -$448K – 374
2017
Q2 		$448K Buy
4,672
+141
+3% +$12.9K 0.03% 334
2017
Q1 		$384K Sell
4,531
-1,512
-25% -$125K 0.03% 300
2016
Q4 		$462K Sell
6,043
-2,000
-25% -$163K 0.05% 222
2016
Q3 		$693K Buy
+8,043
New +$733K 0.14% 78

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

Tiedemann Advisors's EL Position: Q3 2022 in Review

Tiedemann Advisors sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 845 shares — an estimated $214K sold.

Tiedemann Advisors first reported a position in EL in Q3 2016 and held it in 16 quarters. The position peaked at $1.43M in Q1 2019. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Tiedemann Advisors reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 845 Estee Lauder shares in Q3 2022, an estimated $214K.
  • Tiedemann Advisors first reported a position in Estee Lauder in Q3 2016 and held it in 16 quarters.
  • Tiedemann Advisors's Estee Lauder position peaked at $1.43M in Q1 2019.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Tiedemann Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.