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West Family Investments’s Estee Lauder EL Stock Holding History

West Family Investments’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
Q2 		– Sell
-840
Closed -$207K – 241
2023
Q1 		$207K Sell
840
-16
-2% -$4.07K 0.08% 172
2022
Q4 		$212K Buy
+856
New +$191K 0.07% 207
2022
Q3 		– Sell
-1,239
Closed -$316K – 228
2022
Q2 		$316K Buy
+1,239
New +$314K 0.12% 145
2022
Q1 		– Sell
-685
Closed -$254K – 306
2021
Q4 		$254K Sell
685
-81
-11% -$27.5K 0.07% 243
2021
Q3 		$230K Buy
766
+27
+4% +$8.82K 0.06% 279
2021
Q2 		$235K Buy
+739
New +$224K 0.06% 288

Other funds holding EL

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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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Family Investments's EL Position: Q2 2023 in Review

West Family Investments sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 840 shares — an estimated $207K sold.

West Family Investments first reported a position in EL in Q2 2021 and held it in 6 quarters. The position peaked at $316K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • West Family Investments reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • West Family Investments sold 840 Estee Lauder shares in Q2 2023, an estimated $207K.
  • West Family Investments first reported a position in Estee Lauder in Q2 2021 and held it in 6 quarters.
  • West Family Investments's Estee Lauder position peaked at $316K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on West Family Investments's 13F filing for Q2 2023, filed 16 Aug 2023.