Boomfish Wealth Group’s Estee Lauder EL Stock Holding History

Boomfish Wealth Group’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	-10,529	Closed	-$1.12M	–	91
2024 Q2	$1.12M	Buy	10,529 +2,319	+28%	+$304K	0.72%	66
2024 Q1	$1.27M	Buy	8,210 +481	+6%	+$68.2K	0.85%	62
2023 Q4	$1.13M	Buy	+7,729	New	+$1.03M	0.82%	64

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boomfish Wealth Group's EL Position: Q3 2024 in Review

Boomfish Wealth Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 10,529 shares — an estimated $1.12M sold.

Boomfish Wealth Group first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $1.27M in Q1 2024. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Boomfish Wealth Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Boomfish Wealth Group sold 10,529 Estee Lauder shares in Q3 2024, an estimated $1.12M.
Boomfish Wealth Group first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
Boomfish Wealth Group's Estee Lauder position peaked at $1.27M in Q1 2024.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Boomfish Wealth Group's 13F filing for Q3 2024, filed 15 Oct 2024.