CCP
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Carmel Capital Partners’s Estee Lauder EL Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-250
Closed -$36.1K – 304
2023
Q3 		$36.1K Hold
250
– – 0.02% 273
2023
Q2 		$49.1K Hold
250
– – 0.03% 204
2023
Q1 		$61.6K Buy
+250
New +$63.5K 0.04% 231

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carmel Capital Partners's EL Position: Q4 2023 in Review

Carmel Capital Partners sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 250 shares — an estimated $36.1K sold.

Carmel Capital Partners first reported a position in EL in Q1 2023 and held it in 3 quarters. The position peaked at $61.6K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Carmel Capital Partners reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 250 Estee Lauder shares in Q4 2023, an estimated $36.1K.
  • Carmel Capital Partners first reported a position in Estee Lauder in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Estee Lauder position peaked at $61.6K in Q1 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.