Wealth Management Associates’s Estee Lauder EL Stock Holding History

Wealth Management Associates’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	-1,072	Closed	-$211K	–	191
2023 Q2	$211K	Sell	1,072 -23	-2%	-$4.88K	0.12%	175
2023 Q1	$270K	Hold	1,095	–	–	0.17%	145
2022 Q4	$272K	Sell	1,095 -470	-30%	-$105K	0.18%	137
2022 Q3	$338K	Hold	1,565	–	–	0.24%	113
2022 Q2	$399K	Buy	1,565 +277	+22%	+$70.3K	0.27%	98
2022 Q1	$351K	Buy	1,288 +406	+46%	+$122K	0.2%	128
2021 Q4	$327K	Hold	882	–	–	0.18%	146
2021 Q3	$265K	Hold	882	–	–	0.15%	151
2021 Q2	$281K	Buy	882 +52	+6%	+$15.8K	0.16%	149
2021 Q1	$241K	Hold	830	–	–	0.15%	154
2020 Q4	$221K	Buy	+830	New	+$200K	0.15%	162

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wealth Management Associates's EL Position: Q3 2023 in Review

Wealth Management Associates sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,072 shares — an estimated $211K sold.

Wealth Management Associates first reported a position in EL in Q4 2020 and held it in 11 quarters. The position peaked at $399K in Q2 2022. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Wealth Management Associates reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Wealth Management Associates sold 1,072 Estee Lauder shares in Q3 2023, an estimated $211K.
Wealth Management Associates first reported a position in Estee Lauder in Q4 2020 and held it in 11 quarters.
Wealth Management Associates's Estee Lauder position peaked at $399K in Q2 2022.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Wealth Management Associates's 13F filing for Q3 2023, filed 28 May 2025.