SEC 13F Intelligence

Hc Financial Advisors Inc / EL

Hc Financial Advisors Inc’s Lauder Estee Cos Inc Position

Does Hc Financial Advisors Inc own Lauder Estee Cos Inc (EL)? Yes — 6.0K shares worth $2M (+1.02% of its 13F portfolio) as of Q2 2022, up from 5.7K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
6.0K
% of Portfolio
+1.02%
Quarters Held
12
currently held

Position History EL

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $1MQ1 ’20Q2 ’20: $1MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20226.0K$2M+1.02%
Q1 20225.7K$2M+0.92%
Q4 20215.8K$2M+1.20%
Q3 20215.9K$2M+1.06%
Q2 20216.0K$2M+1.11%
Q1 20216.7K$2M+1.19%
Q4 20207.0K$2M+1.19%
Q3 20207.2K$2M+1.13%
Q2 20207.5K$1M+1.10%
Q1 20207.6K$1M+1.09%
Q4 20197.7K$2M+1.25%
Q3 20197.8K$2M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of EL.