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W.H. Cornerstone Investments’s Estee Lauder EL Stock Holding History

W.H. Cornerstone Investments’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
-1,056
Closed -$207K – 131
2023
Q2 		$207K Buy
1,056
+3
+0.3% +$636 0.19% 118
2023
Q1 		$259K Buy
1,053
+4
+0.4% +$1.02K 0.24% 105
2022
Q4 		$280K Buy
1,049
+4
+0.4% +$893 0.27% 92
2022
Q3 		$224K Buy
+1,045
New +$267K 0.24% 103

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

W.H. Cornerstone Investments's EL Position: Q3 2023 in Review

W.H. Cornerstone Investments sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,056 shares — an estimated $207K sold.

W.H. Cornerstone Investments first reported a position in EL in Q3 2022 and held it in 4 quarters. The position peaked at $280K in Q4 2022. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • W.H. Cornerstone Investments reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 1,056 Estee Lauder shares in Q3 2023, an estimated $207K.
  • W.H. Cornerstone Investments first reported a position in Estee Lauder in Q3 2022 and held it in 4 quarters.
  • W.H. Cornerstone Investments's Estee Lauder position peaked at $280K in Q4 2022.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2023, filed 24 Oct 2023.