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1776 Wealth’s Estee Lauder EL Stock Holding History

1776 Wealth’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
2024
Q2 		– Sell
-1,742
Closed -$269K – 149
2024
Q1 		$269K Buy
1,742
+53
+3% +$7.52K 0.13% 111
2023
Q4 		$247K Sell
1,689
-41
-2% -$5.44K 0.12% 114
2023
Q3 		$250K Hold
1,730
– – 0.13% 109
2023
Q2 		$340K Buy
1,730
+408
+31% +$86.6K 0.18% 102
2023
Q1 		$326K Sell
1,322
-48
-4% -$12.2K 0.2% 86
2022
Q4 		$340K Buy
1,370
+160
+13% +$35.7K 0.24% 84
2022
Q3 		$261K Sell
1,210
-53
-4% -$13.5K 0.2% 91
2022
Q2 		$321K Hold
1,263
– – 0.23% 84
2022
Q1 		$345K Buy
1,263
+245
+24% +$73.7K 0.2% 91
2021
Q4 		$377K Buy
1,018
+2
+0.2% +$679 0.2% 87
2021
Q3 		$305K Sell
1,016
-150
-13% -$49K 0.17% 93
2021
Q2 		$371K Hold
1,166
– – 0.21% 79
2021
Q1 		$324K Sell
1,166
-27
-2% -$7.39K 0.2% 81
2020
Q4 		$318K Buy
1,193
+66
+6% +$15.9K 0.2% 83
2020
Q3 		$246K Sell
1,127
-36
-3% -$7.41K 0.18% 87
2020
Q2 		$219K Sell
1,163
-1,391
-54% -$249K 0.15% 93
2020
Q1 		$474K Buy
2,554
+1,371
+116% +$265K 0.2% 81
2019
Q4 		$256K Buy
+1,183
New +$230K 0.22% 83

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

1776 Wealth's EL Position: Q2 2024 in Review

1776 Wealth sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,742 shares — an estimated $269K sold.

1776 Wealth first reported a position in EL in Q4 2019 and held it in 18 quarters. The position peaked at $474K in Q1 2020. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • 1776 Wealth reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • 1776 Wealth sold 1,742 Estee Lauder shares in Q2 2024, an estimated $269K.
  • 1776 Wealth first reported a position in Estee Lauder in Q4 2019 and held it in 18 quarters.
  • 1776 Wealth's Estee Lauder position peaked at $474K in Q1 2020.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on 1776 Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.