BFO
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Boston Family Office’s Estee Lauder EL Stock Holding History

Boston Family Office’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
Q4 		– Sell
-2,513
Closed -$251K – 277
2024
Q3 		$251K Sell
2,513
-546
-18% -$51.8K 0.02% 248
2024
Q2 		$325K Sell
3,059
-34
-1% -$4.46K 0.02% 215
2024
Q1 		$477K Sell
3,093
-199
-6% -$28.2K 0.03% 195
2023
Q4 		$481K Sell
3,292
-23
-0.7% -$3.05K 0.04% 197
2023
Q3 		$479K Sell
3,315
-752
-18% -$125K 0.04% 188
2023
Q2 		$798K Buy
4,067
+92
+2% +$19.5K 0.06% 161
2023
Q1 		$980K Buy
3,975
+120
+3% +$30.5K 0.08% 152
2022
Q4 		$956K Buy
3,855
+1,466
+61% +$327K 0.08% 153
2022
Q3 		$516K Buy
2,389
+658
+38% +$168K 0.05% 188
2022
Q2 		$441K Hold
1,731
– – 0.04% 204
2022
Q1 		$471K Hold
1,731
– – 0.03% 211
2021
Q4 		$641K Buy
1,731
+30
+2% +$10.2K 0.04% 190
2021
Q3 		$510K Hold
1,701
– – 0.04% 202
2021
Q2 		$541K Hold
1,701
– – 0.04% 200
2021
Q1 		$494K Sell
1,701
-213
-11% -$58.3K 0.04% 206
2020
Q4 		$509K Hold
1,914
– – 0.04% 199
2020
Q3 		$418K Buy
1,914
+325
+20% +$66.9K 0.04% 190
2020
Q2 		$300K Buy
+1,589
New +$284K 0.03% 215
2020
Q1 		– Sell
-1,200
Closed -$248K – 241
2019
Q4 		$248K Hold
1,200
– – 0.02% 236
2019
Q3 		$239K Hold
1,200
– – 0.02% 234
2019
Q2 		$220K Buy
+1,200
New +$205K 0.02% 248

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Boston Family Office's EL Position: Q4 2024 in Review

Boston Family Office sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,513 shares — an estimated $251K sold.

Boston Family Office first reported a position in EL in Q2 2019 and held it in 21 quarters. The position peaked at $980K in Q1 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Boston Family Office reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Boston Family Office sold 2,513 Estee Lauder shares in Q4 2024, an estimated $251K.
  • Boston Family Office first reported a position in Estee Lauder in Q2 2019 and held it in 21 quarters.
  • Boston Family Office's Estee Lauder position peaked at $980K in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.