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True Link Financial Advisors’s Estee Lauder EL Stock Holding History

True Link Financial 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
Q1 		– Sell
-16
Closed -$6K – 165
2021
Q4 		$6K Hold
16
– – ﹤0.01% 663
2021
Q3 		$5K Hold
16
– – ﹤0.01% 670
2021
Q2 		$5K Buy
+16
New +$4.85K ﹤0.01% 600

Other funds holding EL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

True Link Financial Advisors's EL Position: Q1 2022 in Review

True Link Financial Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 16 shares — an estimated $6K sold.

True Link Financial Advisors first reported a position in EL in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • True Link Financial Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 16 Estee Lauder shares in Q1 2022, an estimated $6K.
  • True Link Financial Advisors first reported a position in Estee Lauder in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Estee Lauder position peaked at $6K in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.