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WealthPLAN Partners’s Estee Lauder EL Stock Holding History

WealthPLAN Partners’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
-35
Closed -$6.87K – 530
2023
Q2 		$6.87K Sell
35
-89
-72% -$18.9K ﹤0.01% 855
2023
Q1 		$30.6K Buy
+124
New +$31.5K ﹤0.01% 645
2018
Q3 		– Sell
-1,440
Closed -$205K – 261
2018
Q2 		$205K Sell
1,440
-1,032
-42% -$153K 0.04% 244
2018
Q1 		$370K Buy
+2,472
New +$342K 0.08% 172
2016
Q3 		$6.12K Sell
70
-70
-50% -$6.38K ﹤0.01% 678
2016
Q2 		$6.38K Buy
+140
New +$13.1K ﹤0.01% 1893

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's EL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 35 shares — an estimated $6.87K sold.

WealthPLAN Partners first reported a position in EL in Q2 2016 and held it in 6 quarters. The position peaked at $370K in Q1 2018. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 35 Estee Lauder shares in Q3 2023, an estimated $6.87K.
  • WealthPLAN Partners first reported a position in Estee Lauder in Q2 2016 and held it in 6 quarters.
  • WealthPLAN Partners's Estee Lauder position peaked at $370K in Q1 2018.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.