AlTi Global’s Estee Lauder EL Stock Holding History

AlTi Global’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 Q3	–	Sell	-2,250	Closed	-$239K	–	391
2024 Q2	$239K	Buy	2,250 +86	+4%	+$11.3K	0.01%	347
2024 Q1	$334K	Buy	2,164 +547	+34%	+$77.6K	0.01%	303
2023 Q4	$236K	Buy	+1,617	New	+$215K	0.01%	322

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 $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlTi Global's EL Position: Q3 2024 in Review

AlTi Global sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 2,250 shares — an estimated $239K sold.

AlTi Global first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $334K in Q1 2024. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

AlTi Global reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
AlTi Global sold 2,250 Estee Lauder shares in Q3 2024, an estimated $239K.
AlTi Global first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
AlTi Global's Estee Lauder position peaked at $334K in Q1 2024.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on AlTi Global's 13F filing for Q3 2024, filed 14 Nov 2024.