Western Pacific Wealth Management’s Estee Lauder EL Stock Holding History

Western Pacific Wealth Management’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	-395	Closed	-$77.6K	–	281
2023 Q2	$77.6K	Buy	395 +100	+34%	+$21.2K	0.06%	105
2023 Q1	$72.7K	Sell	295 -12	-4%	-$3.05K	0.06%	105
2022 Q4	$76.2K	Buy	307 +91	+42%	+$20.3K	0.06%	96
2022 Q3	$46K	Buy	216 +211	+4,220%	+$53.9K	0.05%	103
2022 Q2	$1K	Sell	5 -1	-17%	-$254	﹤0.01%	184
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	207
2021 Q4	$2K	Buy	+6	New	+$2.04K	﹤0.01%	204

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

Western Pacific Wealth Management's EL Position: Q3 2023 in Review

Western Pacific Wealth Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 395 shares — an estimated $77.6K sold.

Western Pacific Wealth Management first reported a position in EL in Q4 2021 and held it in 7 quarters. The position peaked at $77.6K in Q2 2023. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Western Pacific Wealth Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 395 Estee Lauder shares in Q3 2023, an estimated $77.6K.
Western Pacific Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 7 quarters.
Western Pacific Wealth Management's Estee Lauder position peaked at $77.6K in Q2 2023.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Western Pacific Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.