TRUE Private Wealth Advisors’s Estee Lauder EL Stock Holding History

TRUE Private 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
2022 Q1	–	Sell	-638	Closed	-$236K	–	247
2021 Q4	$236K	Buy	+638	New	+$217K	0.03%	234
2021 Q1	–	Sell	-466	Closed	-$124K	–	373
2020 Q4	$124K	Buy	466 +24	+5%	+$5.77K	0.02%	247
2020 Q3	$96K	Hold	442	–	–	0.02%	253
2020 Q2	$83K	Buy	442 +103	+30%	+$18.4K	0.02%	262
2020 Q1	$54K	Sell	339 -404	-54%	-$78K	0.01%	276
2019 Q4	$153K	Buy	+743	New	+$144K	0.02%	246
2019 Q3	–	Sell	-276	Closed	-$50K	–	369
2019 Q2	$50K	Buy	+276	New	+$47.2K	0.01%	346
2018 Q4	–	Sell	-450	Closed	-$65.4K	–	432
2018 Q3	$65.4K	Buy	+450	New	+$62.5K	0.01%	425

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TRUE Private Wealth Advisors's EL Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 638 shares — an estimated $236K sold.

TRUE Private Wealth Advisors first reported a position in EL in Q3 2018 and held it in 8 quarters. The position peaked at $236K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 638 Estee Lauder shares in Q1 2022, an estimated $236K.
TRUE Private Wealth Advisors first reported a position in Estee Lauder in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Estee Lauder position peaked at $236K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.