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Abacus Planning Group’s Estee Lauder EL Stock Holding History

Abacus Planning 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
2024
Q4 		– Sell
-2,718
Closed -$271K – 228
2024
Q3 		$271K Buy
2,718
+84
+3% +$7.96K 0.05% 177
2024
Q2 		$280K Hold
2,634
– – 0.05% 165
2024
Q1 		$406K Hold
2,634
– – 0.08% 124
2023
Q4 		$385K Sell
2,634
-24
-0.9% -$3.19K 0.08% 123
2023
Q3 		$384K Buy
2,658
+24
+0.9% +$4K 0.09% 120
2023
Q2 		$517K Hold
2,634
– – 0.13% 97
2023
Q1 		$649K Hold
2,634
– – 0.17% 90
2022
Q4 		$654K Hold
2,634
– – 0.18% 89
2022
Q3 		$569K Hold
2,634
– – 0.17% 84
2022
Q2 		$671K Sell
2,634
-57
-2% -$14.5K 0.2% 83
2022
Q1 		$733K Sell
2,691
-97
-3% -$29.2K 0.2% 88
2021
Q4 		$1.03M Buy
2,788
+19
+0.7% +$6.45K 0.28% 69
2021
Q3 		$831K Sell
2,769
-1
-0% -$327 0.26% 71
2021
Q2 		$881K Buy
2,770
+10
+0.4% +$3.03K 0.27% 68
2021
Q1 		$803K Hold
2,760
– – 0.26% 73
2020
Q4 		$735K Sell
2,760
-70
-2% -$16.8K 0.23% 72
2020
Q3 		$618K Sell
2,830
-59
-2% -$12.1K 0.23% 77
2020
Q2 		$545K Sell
2,889
-183
-6% -$32.7K 0.22% 78
2020
Q1 		$489K Hold
3,072
– – 0.24% 74
2019
Q4 		$634K Hold
3,072
– – 0.29% 68
2019
Q3 		$611K Hold
3,072
– – 0.3% 66
2019
Q2 		$563K Hold
3,072
– – 0.34% 71
2019
Q1 		$509K Hold
3,072
– – 0.32% 75
2018
Q4 		$400K Hold
3,072
– – 0.3% 82
2018
Q3 		$446K Hold
3,072
– – 0.3% 75
2018
Q2 		$438K Hold
3,072
– – 0.33% 74
2018
Q1 		$460K Buy
3,072
+1,190
+63% +$165K 0.38% 63
2017
Q4 		$239K Buy
+1,882
New +$226K 0.24% 97

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Abacus Planning Group's EL Position: Q4 2024 in Review

Abacus Planning Group sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,718 shares — an estimated $271K sold.

Abacus Planning Group first reported a position in EL in Q4 2017 and held it in 28 quarters. The position peaked at $1.03M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Abacus Planning Group reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Abacus Planning Group sold 2,718 Estee Lauder shares in Q4 2024, an estimated $271K.
  • Abacus Planning Group first reported a position in Estee Lauder in Q4 2017 and held it in 28 quarters.
  • Abacus Planning Group's Estee Lauder position peaked at $1.03M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Abacus Planning Group's 13F filing for Q4 2024, filed 3 Feb 2025.