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AXS Investments’s Estee Lauder EL Stock Holding History

AXS Investments’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
-9,792
Closed -$1.04M – 230
2024
Q2 		$1.04M Buy
9,792
+1,483
+18% +$195K 0.29% 160
2024
Q1 		$1.28M Sell
8,309
-1,474
-15% -$209K 0.31% 128
2023
Q4 		$1.43M Buy
9,783
+2,021
+26% +$268K 0.34% 93
2023
Q3 		$1.12M Buy
7,762
+895
+13% +$149K 0.29% 140
2023
Q2 		$1.35M Buy
6,867
+1,543
+29% +$327K 0.36% 86
2023
Q1 		$1.31M Sell
5,324
-197
-4% -$50K 0.43% 62
2022
Q4 		$1.37M Buy
5,521
+669
+14% +$149K 0.49% 56
2022
Q3 		$1.05M Buy
4,852
+62
+1% +$15.8K 0.41% 67
2022
Q2 		$1.22M Buy
4,790
+3,707
+342% +$940K 0.43% 61
2022
Q1 		$295K Sell
1,083
-1,494
-58% -$450K 0.12% 113
2021
Q4 		$954K Buy
+2,577
New +$875K 0.23% 79
2021
Q3 		– Sell
-1,628
Closed -$518K – 142
2021
Q2 		$518K Buy
1,628
+355
+28% +$108K 0.16% 117
2021
Q1 		$370K Buy
+1,273
New +$349K 0.13% 126

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AXS Investments's EL Position: Q3 2024 in Review

AXS Investments sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 9,792 shares — an estimated $1.04M sold.

AXS Investments first reported a position in EL in Q1 2021 and held it in 13 quarters. The position peaked at $1.43M in Q4 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • AXS Investments reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • AXS Investments sold 9,792 Estee Lauder shares in Q3 2024, an estimated $1.04M.
  • AXS Investments first reported a position in Estee Lauder in Q1 2021 and held it in 13 quarters.
  • AXS Investments's Estee Lauder position peaked at $1.43M in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on AXS Investments's 13F filing for Q3 2024, filed 13 Nov 2024.