AJOVista’s Estee Lauder EL Stock Holding History

AJOVista’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	-1,355	Closed	-$209K	–	84
2024 Q1	$209K	Hold	1,355	–	–	0.57%	55
2023 Q4	$198K	Buy	+1,355	New	+$180K	0.25%	69

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

AJOVista's EL Position: Q2 2024 in Review

AJOVista sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,355 shares — an estimated $209K sold.

AJOVista first reported a position in EL in Q4 2023 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

AJOVista reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
AJOVista sold 1,355 Estee Lauder shares in Q2 2024, an estimated $209K.
AJOVista first reported a position in Estee Lauder in Q4 2023 and held it in 2 quarters.
AJOVista's Estee Lauder position peaked at $209K in Q1 2024.
991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

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