BFIM
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Beese Fulmer Investment Management’s Estee Lauder EL Stock Holding History

Beese Fulmer Investment 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
-1,495
Closed -$230K – 226
2024
Q1 		$230K Sell
1,495
-65
-4% -$9.22K 0.02% 205
2023
Q4 		$228K Buy
1,560
+100
+7% +$13.3K 0.02% 203
2023
Q3 		$211K Buy
1,460
+100
+7% +$16.7K 0.02% 202
2023
Q2 		$267K Sell
1,360
-18
-1% -$3.82K 0.03% 185
2023
Q1 		$340K Sell
1,378
-373
-21% -$94.8K 0.04% 171
2022
Q4 		$434K Hold
1,751
– – 0.05% 161
2022
Q3 		$378K Sell
1,751
-54
-3% -$13.8K 0.05% 159
2022
Q2 		$460K Sell
1,805
-10
-0.6% -$2.54K 0.06% 151
2022
Q1 		$494K Hold
1,815
– – 0.05% 158
2021
Q4 		$672K Buy
1,815
+335
+23% +$114K 0.07% 141
2021
Q3 		$444K Hold
1,480
– – 0.05% 163
2021
Q2 		$471K Sell
1,480
-27
-2% -$8.19K 0.05% 156
2021
Q1 		$438K Buy
1,507
+87
+6% +$23.8K 0.05% 153
2020
Q4 		$378K Sell
1,420
-443
-24% -$107K 0.05% 149
2020
Q3 		$407K Buy
1,863
+54
+3% +$11.1K 0.06% 139
2020
Q2 		$341K Sell
1,809
-60
-3% -$10.7K 0.05% 145
2020
Q1 		$298K Sell
1,869
-122
-6% -$23.5K 0.05% 143
2019
Q4 		$411K Hold
1,991
– – 0.06% 147
2019
Q3 		$396K Hold
1,991
– – 0.06% 144
2019
Q2 		$365K Hold
1,991
– – 0.07% 125
2019
Q1 		$330K Sell
1,991
-33
-2% -$4.85K 0.07% 127
2018
Q4 		$263K Hold
2,024
– – 0.06% 135
2018
Q3 		$294K Hold
2,024
– – 0.06% 137
2018
Q2 		$289K Sell
2,024
-100
-5% -$14.8K 0.06% 135
2018
Q1 		$318K Buy
2,124
+37
+2% +$5.12K 0.07% 128
2017
Q4 		$266K Hold
2,087
– – 0.06% 148
2017
Q3 		$225K Hold
2,087
– – 0.05% 166
2017
Q2 		$200K Buy
+2,087
New +$192K 0.05% 172

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
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

Beese Fulmer Investment Management's EL Position: Q2 2024 in Review

Beese Fulmer Investment Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,495 shares — an estimated $230K sold.

Beese Fulmer Investment Management first reported a position in EL in Q2 2017 and held it in 28 quarters. The position peaked at $672K in Q4 2021. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Beese Fulmer Investment Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,495 Estee Lauder shares in Q2 2024, an estimated $230K.
  • Beese Fulmer Investment Management first reported a position in Estee Lauder in Q2 2017 and held it in 28 quarters.
  • Beese Fulmer Investment Management's Estee Lauder position peaked at $672K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2024, filed 3 Jul 2024.