9258 Wealth Management’s Estee Lauder EL Stock Holding History

9258 Wealth Management’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 Q3	$343K	Sell	3,445 -176	-5%	-$16.7K	0.05%	254
2024 Q2	$385K	Buy	3,621 +304	+9%	+$39.9K	0.06%	232
2024 Q1	$511K	Buy	3,317 +274	+9%	+$38.9K	0.08%	191
2023 Q4	$445K	Buy	3,043 +1,133	+59%	+$150K	0.08%	196
2023 Q3	$276K	Sell	1,910 -226	-11%	-$37.7K	0.05%	260
2023 Q2	$419K	Buy	2,136 +335	+19%	+$71.1K	0.08%	204
2023 Q1	$444K	Buy	1,801 +369	+26%	+$93.7K	0.09%	195
2022 Q4	$355K	Buy	1,432 +176	+14%	+$39.3K	0.08%	219
2022 Q3	$271K	Buy	1,256 +24	+2%	+$6.13K	0.07%	260
2022 Q2	$314K	Buy	1,232 +107	+10%	+$27.1K	0.08%	237
2022 Q1	$306K	Buy	1,125 +196	+21%	+$59K	0.07%	271
2021 Q4	$344K	Buy	+929	New	+$315K	0.08%	262

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's EL Position: Q3 2024 in Review

9258 Wealth Management reduced its Estee Lauder (EL) stake by 4.9% in Q3 2024, selling an estimated $16.7K and leaving 3,445 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #254.

9258 Wealth Management first reported a position in EL in Q4 2021 and has held it in 12 quarters since. The position peaked at $511K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

9258 Wealth Management held 3,445 shares of Estee Lauder worth $343K as of Q3 2024.
9258 Wealth Management sold 176 Estee Lauder shares in Q3 2024, an estimated $16.7K.
Estee Lauder made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #254 holding.
9258 Wealth Management first reported a position in Estee Lauder in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's Estee Lauder position peaked at $511K in Q1 2024.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.