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Atlas Financial Advisors’s Estee Lauder EL Stock Holding History

Atlas Financial 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
Q4 		– Sell
-7,323
Closed -$730K – 44
2024
Q3 		$730K Buy
7,323
+2,822
+63% +$268K 1.15% 12
2024
Q2 		$479K Sell
4,501
-59
-1% -$7.74K 0.79% 17
2024
Q1 		$703K Buy
+4,560
New +$647K 1.09% 10

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

Atlas Financial Advisors's EL Position: Q4 2024 in Review

Atlas Financial Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 7,323 shares — an estimated $730K sold.

Atlas Financial Advisors first reported a position in EL in Q1 2024 and held it in 3 quarters. The position peaked at $730K in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Atlas Financial Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Atlas Financial Advisors sold 7,323 Estee Lauder shares in Q4 2024, an estimated $730K.
  • Atlas Financial Advisors first reported a position in Estee Lauder in Q1 2024 and held it in 3 quarters.
  • Atlas Financial Advisors's Estee Lauder position peaked at $730K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.