Boston Financial Management’s Estee Lauder EL Stock Holding History

Boston Financial 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 Q4	$424K	Hold	5,657	–	–	0.01%	257
2024 Q3	$564K	Sell	5,657 -1,051	-16%	-$99.6K	0.02%	229
2024 Q2	$714K	Sell	6,708 -475	-7%	-$62.3K	0.02%	217
2024 Q1	$1.11M	Sell	7,183 -55	-0.8%	-$7.8K	0.04%	189
2023 Q4	$1.06M	Sell	7,238 -378	-5%	-$50.2K	0.04%	186
2023 Q3	$1.1M	Sell	7,616 -1,112	-13%	-$185K	0.04%	170
2023 Q2	$1.71M	Buy	8,728 +1,055	+14%	+$224K	0.06%	150
2023 Q1	$1.89M	Sell	7,673 -7	-0.1%	-$1.78K	0.07%	143
2022 Q4	$1.91M	Buy	7,680 +1,095	+17%	+$245K	0.08%	137
2022 Q3	$1.42M	Buy	+6,585	New	+$1.68M	0.06%	147
2017 Q2	–	Sell	-2,373	Closed	-$201K	–	275
2017 Q1	$201K	Buy	+2,373	New	+$196K	0.02%	265
2016 Q4	–	Sell	-2,263	Closed	-$200K	–	281
2016 Q3	$200K	Hold	2,263	–	–	0.02%	246
2016 Q2	$206K	Hold	2,263	–	–	0.02%	236
2016 Q1	$213K	Buy	+2,263	New	+$202K	0.03%	169
2015 Q3	–	Sell	-2,323	Closed	-$201K	–	194
2015 Q2	$201K	Buy	+2,323	New	+$200K	0.03%	195

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

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

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

IFP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Boston Financial Management's EL Position: Q4 2024 in Review

Boston Financial Management held its Estee Lauder (EL) position steady in Q4 2024 at 5,657 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #257.

Boston Financial Management first reported a position in EL in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.91M in Q4 2022. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Boston Financial Management held 5,657 shares of Estee Lauder worth $424K as of Q4 2024.
Boston Financial Management left its Estee Lauder share count unchanged in Q4 2024.
Estee Lauder made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #257 holding.
Boston Financial Management first reported a position in Estee Lauder in Q2 2015 and has held it in 15 quarters since.
Boston Financial Management's Estee Lauder position peaked at $1.91M in Q4 2022.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.