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Bridges Investment Management’s Estee Lauder EL Stock Holding History

Bridges 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
-7,824
Closed -$1.21M – 390
2024
Q1 		$1.21M Buy
7,824
+1,402
+22% +$199K 0.04% 131
2023
Q4 		$939K Sell
6,422
-2,178
-25% -$289K 0.03% 136
2023
Q3 		$1.24M Buy
8,600
+1,010
+13% +$168K 0.04% 121
2023
Q2 		$1.49M Buy
7,590
+2,312
+44% +$490K 0.05% 123
2023
Q1 		$1.3M Buy
5,278
+204
+4% +$51.8K 0.05% 128
2022
Q4 		$1.26M Buy
5,074
+1,374
+37% +$307K 0.05% 132
2022
Q3 		$799K Buy
3,700
+602
+19% +$154K 0.03% 153
2022
Q2 		$788K Buy
3,098
+1,271
+70% +$322K 0.03% 153
2022
Q1 		$498K Buy
1,827
+505
+38% +$152K 0.02% 178
2021
Q4 		$489K Buy
1,322
+123
+10% +$41.7K 0.01% 183
2021
Q3 		$360K Buy
1,199
+498
+71% +$163K 0.01% 188
2021
Q2 		$223K Buy
+701
New +$213K 0.01% 215
2020
Q1 		– Sell
-4,292
Closed -$887K – 234
2019
Q4 		$887K Buy
4,292
+2,460
+134% +$478K 0.03% 162
2019
Q3 		$365K Sell
1,832
-385
-17% -$73.6K 0.01% 335
2019
Q2 		$406K Sell
2,217
-44,689
-95% -$7.63M 0.02% 324
2019
Q1 		$7.77M Buy
46,906
+2,547
+6% +$374K 0.32% 72
2018
Q4 		$5.77M Buy
44,359
+20,726
+88% +$2.82M 0.27% 77
2018
Q3 		$3.44M Buy
23,633
+6,879
+41% +$955K 0.17% 106
2018
Q2 		$2.39M Buy
16,754
+3,036
+22% +$449K 0.11% 120
2018
Q1 		$2.05M Buy
+13,718
New +$1.9M 0.09% 123

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bridges Investment Management's EL Position: Q2 2024 in Review

Bridges Investment Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 7,824 shares — an estimated $1.21M sold.

Bridges Investment Management first reported a position in EL in Q1 2018 and held it in 20 quarters. The position peaked at $7.77M in Q1 2019. 989 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Bridges Investment Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Bridges Investment Management sold 7,824 Estee Lauder shares in Q2 2024, an estimated $1.21M.
  • Bridges Investment Management first reported a position in Estee Lauder in Q1 2018 and held it in 20 quarters.
  • Bridges Investment Management's Estee Lauder position peaked at $7.77M in Q1 2019.
  • 989 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Bridges Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.