Western Wealth Management’s Estee Lauder EL Stock Holding History

Western 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 Q1	–	Sell	-822	Closed	-$204K	–	649
2022 Q4	$204K	Sell	822 -528	-39%	-$118K	0.02%	574
2022 Q3	$295K	Buy	1,350 +354	+36%	+$90.4K	0.02%	633
2022 Q2	$254K	Sell	996 -549	-36%	-$139K	0.01%	662
2022 Q1	$420K	Buy	1,545 +765	+98%	+$230K	0.02%	579
2021 Q4	$290K	Buy	+780	New	+$265K	0.03%	477
2021 Q2	$246K	Buy	774 +11	+1%	+$3.33K	0.03%	548
2021 Q1	$222K	Buy	+763	New	+$209K	0.03%	478

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Western Wealth Management's EL Position: Q1 2023 in Review

Western Wealth Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 822 shares — an estimated $204K sold.

Western Wealth Management first reported a position in EL in Q1 2021 and held it in 7 quarters. The position peaked at $420K in Q1 2022. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

Western Wealth Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 822 Estee Lauder shares in Q1 2023, an estimated $204K.
Western Wealth Management first reported a position in Estee Lauder in Q1 2021 and held it in 7 quarters.
Western Wealth Management's Estee Lauder position peaked at $420K in Q1 2022.
1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.