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Aptus Capital Advisors’s Estee Lauder EL Stock Holding History

Aptus Capital Advisors’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
-2,144
Closed -$228K – 1245
2024
Q2 		$228K Buy
2,144
+127
+6% +$16.7K ﹤0.01% 705
2024
Q1 		$311K Buy
2,017
+370
+22% +$52.5K 0.01% 622
2023
Q4 		$241K Sell
1,647
-779
-32% -$103K 0.01% 505
2023
Q3 		$351K Buy
2,426
+1,328
+121% +$221K 0.01% 444
2023
Q2 		$216K Buy
1,098
+203
+23% +$43.1K 0.01% 468
2023
Q1 		$221K Sell
895
-123
-12% -$31.2K 0.01% 452
2022
Q4 		$253K Sell
1,018
-1,762
-63% -$394K 0.01% 433
2022
Q3 		$600K Buy
+2,780
New +$710K 0.02% 308
2022
Q2 		– Sell
-1,272
Closed -$346K – 677
2022
Q1 		$346K Buy
+1,272
New +$383K 0.01% 341
2020
Q2 		– Sell
-11,978
Closed -$1.91M – 426
2020
Q1 		$1.91M Buy
+11,978
New +$2.31M 0.2% 107

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return