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Wunderlich Capital Managemnt’s Estee Lauder EL Stock Holding History

Wunderlich Capital Managemnt’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
-8,991
Closed -$2.22M – 94
2023
Q1 		$2.22M Sell
8,991
-21
-0.2% -$5.33K 1.15% 43
2022
Q4 		$2.24M Buy
9,012
+3
+0% +$670 1.25% 41
2022
Q3 		$1.95M Buy
9,009
+280
+3% +$71.5K 1.24% 38
2022
Q2 		$2.22M Buy
8,729
+449
+5% +$114K 1.3% 31
2022
Q1 		$2.25M Buy
8,280
+47
+0.6% +$14.1K 1.06% 47
2021
Q4 		$3.05M Sell
8,233
-176
-2% -$59.7K 1.36% 33
2021
Q3 		$2.52M Sell
8,409
-428
-5% -$140K 1.22% 40
2021
Q2 		$2.81M Sell
8,837
-240
-3% -$72.8K 1.42% 27
2021
Q1 		$2.64M Sell
9,077
-254
-3% -$69.5K 1.44% 28
2020
Q4 		$2.48M Sell
9,331
-59
-0.6% -$14.2K 1.38% 27
2020
Q3 		$2.05M Buy
9,390
+18
+0.2% +$3.7K 1.27% 29
2020
Q2 		$1.77M Buy
9,372
+6
+0.1% +$1.07K 1.24% 30
2020
Q1 		$1.49M Sell
9,366
-664
-7% -$128K 1.23% 32
2019
Q4 		$2.07M Sell
10,030
-206
-2% -$40K 1.31% 34
2019
Q3 		$2.04M Sell
10,236
-24
-0.2% -$4.59K 1.4% 30
2019
Q2 		$1.88M Buy
10,260
+297
+3% +$50.7K 1.25% 40
2019
Q1 		$1.65M Sell
9,963
-63
-0.6% -$9.25K 1.15% 45
2018
Q4 		$1.3M Buy
+10,026
New +$1.36M 1% 52

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
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

Wunderlich Capital Managemnt's EL Position: Q2 2023 in Review

Wunderlich Capital Managemnt sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 8,991 shares — an estimated $2.22M sold.

Wunderlich Capital Managemnt first reported a position in EL in Q4 2018 and held it in 18 quarters. The position peaked at $3.05M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Wunderlich Capital Managemnt reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 8,991 Estee Lauder shares in Q2 2023, an estimated $2.22M.
  • Wunderlich Capital Managemnt first reported a position in Estee Lauder in Q4 2018 and held it in 18 quarters.
  • Wunderlich Capital Managemnt's Estee Lauder position peaked at $3.05M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2023, filed 8 Aug 2023.