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Estee Lauder Companies shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Estee Lauder Companies (EL) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Estee Lauder Companies

Tip: Access up to 7 years of quarterly data

All positions including Estee Lauder Companies held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Estee Lauder Companies by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $800k 5.5k 146.25
2023-09-30 $983k 6.8k 144.56
2023-06-30 $1.2M 5.9k 196.38
2023-03-31 $1.2M 4.7k 246.45
2022-12-31 $807k 3.3k 248.10

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Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
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Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Estee Lauder Companies

Vanguard Group
Goldman Sachs Group
Massachusetts Financial Services
Norges Bank Investment Management
Lazard Asset Management
ClearBridge Advisors
Jpmorgan Chase & Co
D. E. Shaw & Co
Alecta Pensionsforsakring, Omsesidigt
Citadel Advisors
Two Sigma Advisers
Van Eck Associates Corp.
Wellington Management Company
Brown Advisory Holdings Incorporated
Legal & General Group

View all funds holding Estee Lauder Companies