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Beaumont Asset Management’s Estee Lauder EL Stock Holding History

Beaumont Asset 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
Q2 		– Sell
-3,249
Closed -$501K – 67
2024
Q1 		$501K Buy
+3,249
New +$461K 0.33% 47

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Beaumont Asset Management's EL Position: Q2 2024 in Review

Beaumont Asset Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 3,249 shares — an estimated $501K sold.

Beaumont Asset Management first reported a position in EL in Q1 2024 and held it in 1 quarter. The position peaked at $501K in Q1 2024. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Beaumont Asset Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 3,249 Estee Lauder shares in Q2 2024, an estimated $501K.
  • Beaumont Asset Management first reported a position in Estee Lauder in Q1 2024 and held it in 1 quarter.
  • Beaumont Asset Management's Estee Lauder position peaked at $501K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Beaumont Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.