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Americana Partners’s Estee Lauder EL Stock Holding History

Americana Partners’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
-30,615
Closed -$3.05M – 390
2024
Q3 		$3.05M Buy
30,615
+9,844
+47% +$933K 0.21% 111
2024
Q2 		$2.21M Buy
20,771
+2,056
+11% +$270K 0.17% 130
2024
Q1 		$2.88M Buy
+18,715
New +$2.65M 0.24% 106
2023
Q3 		– Sell
-11,100
Closed -$2.18M – 302
2023
Q2 		$2.18M Sell
11,100
-2,379
-18% -$505K 0.28% 89
2023
Q1 		$3.32M Buy
13,479
+585
+5% +$149K 0.52% 48
2022
Q4 		$1.85M Buy
12,894
+5,548
+76% +$1.24M 0.32% 79
2022
Q3 		$1.59M Buy
7,346
+28
+0.4% +$7.15K 0.28% 89
2022
Q2 		$1.86M Buy
7,318
+1,271
+21% +$322K 0.33% 79
2022
Q1 		$1.42M Buy
6,047
+3,894
+181% +$1.17M 0.44% 55
2021
Q4 		$797K Buy
2,153
+1,269
+144% +$431K 0.15% 127
2021
Q3 		$265K Buy
+884
New +$289K 0.06% 208
2020
Q1 		– Sell
-923
Closed -$190K – 219
2019
Q4 		$190K Buy
+923
New +$179K 0.11% 98

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Americana Partners's EL Position: Q4 2024 in Review

Americana Partners sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 30,615 shares — an estimated $3.05M sold.

Americana Partners first reported a position in EL in Q4 2019 and held it in 12 quarters. The position peaked at $3.32M in Q1 2023. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Americana Partners reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Americana Partners sold 30,615 Estee Lauder shares in Q4 2024, an estimated $3.05M.
  • Americana Partners first reported a position in Estee Lauder in Q4 2019 and held it in 12 quarters.
  • Americana Partners's Estee Lauder position peaked at $3.32M in Q1 2023.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Americana Partners's 13F filing for Q4 2024, filed 31 Jan 2025.