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Baystate Wealth Management’s Estee Lauder EL Stock Holding History

Baystate Wealth Management’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 		$149 Hold
1
– – ﹤0.01% 1277
2023
Q3 		$146 Hold
1
– – ﹤0.01% 995
2023
Q2 		$198 Hold
1
– – ﹤0.01% 1011
2023
Q1 		$247 Buy
+1
New +$254 ﹤0.01% 998
2017
Q1 		– Sell
-87
Closed -$7K – 667
2016
Q4 		$7K Buy
+87
New +$7.07K ﹤0.01% 333

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baystate Wealth Management's EL Position: Q4 2023 in Review

Baystate Wealth Management held its Estee Lauder (EL) position steady in Q4 2023 at 1 share worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Baystate Wealth Management first reported a position in EL in Q4 2016 and has held it in 5 quarters since. The position peaked at $7K in Q4 2016. 1,034 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Baystate Wealth Management held 1 share of Estee Lauder worth $149 as of Q4 2023.
  • Baystate Wealth Management left its Estee Lauder share count unchanged in Q4 2023.
  • Estee Lauder made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1277 holding.
  • Baystate Wealth Management first reported a position in Estee Lauder in Q4 2016 and has held it in 5 quarters since.
  • Baystate Wealth Management's Estee Lauder position peaked at $7K in Q4 2016.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.