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WealthShield Partners’s Estee Lauder EL Stock Holding History

WealthShield 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
-6,978
Closed -$1.37M – 488
2023
Q2 		$1.37M Buy
6,978
+1,706
+32% +$362K 0.21% 120
2023
Q1 		$1.3M Buy
5,272
+1,536
+41% +$390K 0.21% 124
2022
Q4 		$927K Sell
3,736
-91
-2% -$20.3K 0.18% 135
2022
Q3 		$826K Buy
3,827
+294
+8% +$75.1K 0.16% 146
2022
Q2 		$900K Buy
3,533
+367
+12% +$93.1K 0.18% 139
2022
Q1 		$862K Buy
3,166
+517
+20% +$156K 0.14% 165
2021
Q4 		$981K Buy
2,649
+395
+18% +$134K 0.16% 134
2021
Q3 		$676K Buy
2,254
+188
+9% +$61.4K 0.18% 113
2021
Q2 		$657K Buy
2,066
+255
+14% +$77.3K 0.1% 141
2021
Q1 		$527K Sell
1,811
-359
-17% -$98.3K 0.09% 151
2020
Q4 		$577K Buy
2,170
+140
+7% +$33.7K 0.11% 151
2020
Q3 		$443K Buy
2,030
+716
+54% +$147K 0.16% 142
2020
Q2 		$248K Buy
+1,314
New +$235K 0.11% 170

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

WealthShield Partners's EL Position: Q3 2023 in Review

WealthShield Partners sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 6,978 shares — an estimated $1.37M sold.

WealthShield Partners first reported a position in EL in Q2 2020 and held it in 13 quarters. The position peaked at $1.37M in Q2 2023. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • WealthShield Partners reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • WealthShield Partners sold 6,978 Estee Lauder shares in Q3 2023, an estimated $1.37M.
  • WealthShield Partners first reported a position in Estee Lauder in Q2 2020 and held it in 13 quarters.
  • WealthShield Partners's Estee Lauder position peaked at $1.37M in Q2 2023.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.