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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

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State Street
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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 $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return