ZIG
EL icon

Zullo Investment Group’s Estee Lauder EL Stock Holding History

Zullo Investment Group’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
-118
Closed -$29.3K – 297
2022
Q4 		$29.3K Hold
118
– – 0.02% 341
2022
Q3 		$25K Sell
118
-30
-20% -$7.66K 0.02% 357
2022
Q2 		$38K Hold
148
– – 0.02% 311
2022
Q1 		$40K Hold
148
– – 0.02% 330
2021
Q4 		$55K Buy
+148
New +$50.2K 0.03% 293

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zullo Investment Group's EL Position: Q1 2023 in Review

Zullo Investment Group sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 118 shares — an estimated $29.3K sold.

Zullo Investment Group first reported a position in EL in Q4 2021 and held it in 5 quarters. The position peaked at $55K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Zullo Investment Group reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 118 Estee Lauder shares in Q1 2023, an estimated $29.3K.
  • Zullo Investment Group first reported a position in Estee Lauder in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Estee Lauder position peaked at $55K in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.