Accordant Advisory Group’s Estee Lauder EL Stock Holding History

Accordant Advisory 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 Q2	–	Sell	-732	Closed	-$113K	–	176
2024 Q1	$113K	Buy	+732	New	+$104K	0.08%	110

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

IFP

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

Accordant Advisory Group's EL Position: Q2 2024 in Review

Accordant Advisory Group sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 732 shares — an estimated $113K sold.

Accordant Advisory Group first reported a position in EL in Q1 2024 and held it in 1 quarter. The position peaked at $113K in Q1 2024. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Accordant Advisory Group reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
Accordant Advisory Group sold 732 Estee Lauder shares in Q2 2024, an estimated $113K.
Accordant Advisory Group first reported a position in Estee Lauder in Q1 2024 and held it in 1 quarter.
Accordant Advisory Group's Estee Lauder position peaked at $113K in Q1 2024.
988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.