CPA
EL icon

Capital Performance Advisors’s Estee Lauder EL Stock Holding History

Capital Performance Advisors’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
-157
Closed -$15.6K – 917
2024
Q3 		$15.6K Buy
+157
New +$14.9K ﹤0.01% 682

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Capital Performance Advisors's EL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 157 shares — an estimated $15.6K sold.

Capital Performance Advisors first reported a position in EL in Q3 2024 and held it in 1 quarter. The position peaked at $15.6K in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 157 Estee Lauder shares in Q4 2024, an estimated $15.6K.
  • Capital Performance Advisors first reported a position in Estee Lauder in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Estee Lauder position peaked at $15.6K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.