Cabot Wealth Management’s Estee Lauder EL Stock Holding History

Cabot Wealth 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	-4,532	Closed	-$699K	–	136
2024 Q1	$699K	Buy	4,532 +251	+6%	+$35.6K	0.09%	107
2023 Q4	$626K	Sell	4,281 -457	-10%	-$60.7K	0.09%	103
2023 Q3	$685K	Buy	4,738 +229	+5%	+$38.2K	0.11%	100
2023 Q2	$885K	Buy	+4,509	New	+$957K	0.13%	97
2022 Q3	–	Sell	-844	Closed	-$215K	–	150
2022 Q2	$215K	Hold	844	–	–	0.03%	147
2022 Q1	$230K	Hold	844	–	–	0.03%	150
2021 Q4	$312K	Hold	844	–	–	0.04%	139
2021 Q3	$253K	Hold	844	–	–	0.03%	143
2021 Q2	$268K	Hold	844	–	–	0.04%	142
2021 Q1	$245K	Buy	+844	New	+$231K	0.03%	143

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Cabot Wealth Management's EL Position: Q2 2024 in Review

Cabot Wealth Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 4,532 shares — an estimated $699K sold.

Cabot Wealth Management first reported a position in EL in Q1 2021 and held it in 10 quarters. The position peaked at $885K in Q2 2023. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Cabot Wealth Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
Cabot Wealth Management sold 4,532 Estee Lauder shares in Q2 2024, an estimated $699K.
Cabot Wealth Management first reported a position in Estee Lauder in Q1 2021 and held it in 10 quarters.
Cabot Wealth Management's Estee Lauder position peaked at $885K in Q2 2023.
991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Cabot Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.