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Alethea Capital Management’s Estee Lauder EL Stock Holding History

Alethea Capital 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
Q4 		– Sell
-3,462
Closed -$345K – 35
2024
Q3 		$345K Buy
+3,462
New +$328K 0.25% 27

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IFP
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alethea Capital Management's EL Position: Q4 2024 in Review

Alethea Capital Management sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3,462 shares — an estimated $345K sold.

Alethea Capital Management first reported a position in EL in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Alethea Capital Management reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Alethea Capital Management sold 3,462 Estee Lauder shares in Q4 2024, an estimated $345K.
  • Alethea Capital Management first reported a position in Estee Lauder in Q3 2024 and held it in 1 quarter.
  • Alethea Capital Management's Estee Lauder position peaked at $345K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Alethea Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.