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Alta Advisers’s Estee Lauder EL Stock Holding History

Alta Advisers’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
-700
Closed -$69.8K – 241
2024
Q3 		$69.8K Hold
700
– – 0.03% 371
2024
Q2 		$74.5K Hold
700
– – 0.04% 323
2024
Q1 		$108K Hold
700
– – 0.05% 257
2023
Q4 		$102K Hold
700
– – 0.05% 250
2023
Q3 		$101K Hold
700
– – 0.06% 233
2023
Q2 		$137K Hold
700
– – 0.08% 165
2023
Q1 		$173K Hold
700
– – 0.1% 118
2022
Q4 		$174K Hold
700
– – 0.1% 113
2022
Q3 		$151K Buy
+700
New +$179K 0.1% 120

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 $3.37T AUM 44.26% 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

Alta Advisers's EL Position: Q4 2024 in Review

Alta Advisers sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 700 shares — an estimated $69.8K sold.

Alta Advisers first reported a position in EL in Q3 2022 and held it in 9 quarters. The position peaked at $174K in Q4 2022. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Alta Advisers reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 700 Estee Lauder shares in Q4 2024, an estimated $69.8K.
  • Alta Advisers first reported a position in Estee Lauder in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Estee Lauder position peaked at $174K in Q4 2022.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.