Analyst IMS Investment Management Services’s Estee Lauder EL Stock Holding History

Analyst IMS Investment Management Services’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	-5,762	Closed	-$613K	–	137
2024 Q2	$613K	Hold	5,762	–	–	0.03%	88
2024 Q1	$888K	Hold	5,762	–	–	0.04%	73
2023 Q4	$843K	Hold	5,762	–	–	0.04%	70
2023 Q3	$818K	Buy	5,762 +1,687	+41%	+$281K	0.05%	62
2023 Q2	$785K	Hold	4,075	–	–	0.05%	63
2023 Q1	$1M	Sell	4,075 -150	-4%	-$38.1K	0.08%	56
2022 Q4	$1.06M	Hold	4,225	–	–	0.09%	54
2022 Q3	$927K	Sell	4,225 -175	-4%	-$44.7K	0.09%	59
2022 Q2	$1.12M	Sell	4,400 -150	-3%	-$38.1K	0.11%	56
2022 Q1	$1.24M	Sell	4,550 -270	-6%	-$81.2K	0.11%	62
2021 Q4	$1.77M	Buy	4,820 +380	+9%	+$129K	0.17%	55
2021 Q3	$1.33M	Buy	4,440 +50	+1%	+$16.3K	0.16%	59
2021 Q2	$1.4M	Buy	+4,390	New	+$1.33M	0.17%	60
2018 Q4	–	Sell	-500	Closed	-$72	–	113
2018 Q3	$72	Buy	+500	New	+$69.4K	0.01%	125

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Analyst IMS Investment Management Services's EL Position: Q3 2024 in Review

Analyst IMS Investment Management Services sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 5,762 shares — an estimated $613K sold.

Analyst IMS Investment Management Services first reported a position in EL in Q3 2018 and held it in 14 quarters. The position peaked at $1.77M in Q4 2021. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Analyst IMS Investment Management Services reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Analyst IMS Investment Management Services sold 5,762 Estee Lauder shares in Q3 2024, an estimated $613K.
Analyst IMS Investment Management Services first reported a position in Estee Lauder in Q3 2018 and held it in 14 quarters.
Analyst IMS Investment Management Services's Estee Lauder position peaked at $1.77M in Q4 2021.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Analyst IMS Investment Management Services's 13F filing for Q3 2024, filed 12 Nov 2024.