Atwood & Palmer’s Estee Lauder EL Stock Holding History

Atwood & Palmer’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	-216	Closed	-$23K	–	475
2024 Q2	$23K	Buy	+216	New	+$28.3K	﹤0.01%	287
2017 Q3	–	Sell	-18	Closed	-$2K	–	304
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	303
2017 Q1	$2K	Buy	+18	New	+$1.49K	﹤0.01%	283

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

Atwood & Palmer's EL Position: Q3 2024 in Review

Atwood & Palmer sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 216 shares — an estimated $23K sold.

Atwood & Palmer first reported a position in EL in Q1 2017 and held it in 3 quarters. The position peaked at $23K in Q2 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Atwood & Palmer reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Atwood & Palmer sold 216 Estee Lauder shares in Q3 2024, an estimated $23K.
Atwood & Palmer first reported a position in Estee Lauder in Q1 2017 and held it in 3 quarters.
Atwood & Palmer's Estee Lauder position peaked at $23K in Q2 2024.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.