Wealth Architects’s Estee Lauder EL Stock Holding History

Wealth Architects’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	-620	Closed	-$230K	–	209
2021 Q4	$230K	Buy	+620	New	+$210K	0.04%	172

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

Wealth Architects's EL Position: Q1 2022 in Review

Wealth Architects sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 620 shares — an estimated $230K sold.

Wealth Architects first reported a position in EL in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

Wealth Architects reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
Wealth Architects sold 620 Estee Lauder shares in Q1 2022, an estimated $230K.
Wealth Architects first reported a position in Estee Lauder in Q4 2021 and held it in 1 quarter.
Wealth Architects's Estee Lauder position peaked at $230K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Wealth Architects's 13F filing for Q1 2022, filed 17 May 2022.