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Cassady Schiller Wealth Management’s Estee Lauder EL Stock Holding History

Cassady Schiller 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
Q4 		$900 Buy
+12
New +$948 ﹤0.01% 821
2022
Q1 		– Sell
-6
Closed -$2K – 256
2021
Q4 		$2K Buy
+6
New +$2.04K ﹤0.01% 395

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

Cassady Schiller Wealth Management's EL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Estee Lauder (EL) in Q4 2024: 12 shares worth $900. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in EL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in EL in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of Estee Lauder worth $900 as of Q4 2024.
  • Estee Lauder was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Estee Lauder made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #821 holding.
  • Cassady Schiller Wealth Management first reported a position in Estee Lauder in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Estee Lauder position peaked at $2K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.