Aspect Partners’s Estee Lauder EL Stock Holding History

Aspect 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	-3	Closed	-$299	–	608
2024 Q3	$299	Hold	3	–	–	﹤0.01%	537
2024 Q2	$319	Hold	3	–	–	﹤0.01%	546
2024 Q1	$462	Hold	3	–	–	﹤0.01%	521
2023 Q4	$439	Buy	+3	New	+$398	﹤0.01%	509

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Aspect Partners's EL Position: Q4 2024 in Review

Aspect Partners sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3 shares — an estimated $299 sold.

Aspect Partners first reported a position in EL in Q4 2023 and held it in 4 quarters. The position peaked at $462 in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Aspect Partners reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
Aspect Partners sold 3 Estee Lauder shares in Q4 2024, an estimated $299.
Aspect Partners first reported a position in Estee Lauder in Q4 2023 and held it in 4 quarters.
Aspect Partners's Estee Lauder position peaked at $462 in Q1 2024.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Aspect Partners's 13F filing for Q4 2024, filed 3 Feb 2025.