AWS
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Atria Wealth Solutions’s Estee Lauder EL Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-1,760
Closed -$271K – 1969
2024
Q1 		$271K Sell
1,760
-157
-8% -$22.3K ﹤0.01% 1626
2023
Q4 		$280K Sell
1,917
-282
-13% -$37.4K ﹤0.01% 1545
2023
Q3 		$318K Buy
2,199
+188
+9% +$31.3K ﹤0.01% 1385
2023
Q2 		$395K Sell
2,011
-1,189
-37% -$252K 0.01% 1277
2023
Q1 		$789K Buy
3,200
+1,375
+75% +$349K 0.01% 905
2022
Q4 		$453K Buy
1,825
+185
+11% +$41.3K 0.01% 1134
2022
Q3 		$354K Buy
+1,640
New +$419K 0.01% 1202
2022
Q2 		– Sell
-896
Closed -$244K – 1701
2022
Q1 		$244K Buy
+896
New +$270K ﹤0.01% 1444

Other funds holding EL

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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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return