Beaird Harris Wealth Management’s Estee Lauder EL Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-1	Closed	-$94	–	578
2024 Q2	$94	Sell	1 -10	-91%	-$1.31K	﹤0.01%	664
2024 Q1	$1.7K	Hold	11	–	–	﹤0.01%	491
2023 Q4	$1.61K	Buy	+11	New	+$1.46K	﹤0.01%	488
2022 Q2	–	Sell	-300	Closed	-$82K	–	465
2022 Q1	$82K	Sell	300 -48	-14%	-$14.4K	0.03%	151
2021 Q4	$129K	Buy	+348	New	+$118K	0.05%	142

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaird Harris Wealth Management's EL Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 1 share — an estimated $94 sold.

Beaird Harris Wealth Management first reported a position in EL in Q4 2021 and held it in 5 quarters. The position peaked at $129K in Q4 2021. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 1 Estee Lauder share in Q3 2024, an estimated $94.
Beaird Harris Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 5 quarters.
Beaird Harris Wealth Management's Estee Lauder position peaked at $129K in Q4 2021.
916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.