Wipfli Financial Advisors’s Estee Lauder EL Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$613K	Buy	+2,837	New	+$724K	0.04%	183

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's EL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Estee Lauder (EL) in Q3 2022: 2,837 shares worth $613K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings.

1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

Wipfli Financial Advisors held 2,837 shares of Estee Lauder worth $613K as of Q3 2022.
Estee Lauder was a new Wipfli Financial Advisors position in Q3 2022.
Estee Lauder made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #183 holding.
1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.