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B.O.S.S. Retirement Advisors’s Estee Lauder EL Stock Holding History

B.O.S.S. Retirement 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
2023
Q4 		– Sell
-9,138
Closed -$1.32M – 248
2023
Q3 		$1.32M Buy
9,138
+2,064
+29% +$344K 0.28% 139
2023
Q2 		$1.39M Buy
+7,074
New +$1.5M 0.3% 147

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EL Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 9,138 shares — an estimated $1.32M sold.

B.O.S.S. Retirement Advisors first reported a position in EL in Q2 2023 and held it in 2 quarters. The position peaked at $1.39M in Q2 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 9,138 Estee Lauder shares in Q4 2023, an estimated $1.32M.
  • B.O.S.S. Retirement Advisors first reported a position in Estee Lauder in Q2 2023 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Estee Lauder position peaked at $1.39M in Q2 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.