Cedar Mountain Advisors’s Estee Lauder EL Stock Holding History

Cedar Mountain 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 Q3	–	Sell	-64	Closed	-$6.81K	–	341
2024 Q2	$6.81K	Hold	64	–	–	﹤0.01%	209
2024 Q1	$9.87K	Hold	64	–	–	﹤0.01%	189
2023 Q4	$9.36K	Hold	64	–	–	﹤0.01%	185
2023 Q3	$9.25K	Buy	64 +8	+14%	+$1.33K	﹤0.01%	177
2023 Q2	$11K	Hold	56	–	–	﹤0.01%	162
2023 Q1	$13.8K	Hold	56	–	–	﹤0.01%	139
2022 Q4	$13.9K	Hold	56	–	–	﹤0.01%	134
2022 Q3	$12K	Hold	56	–	–	﹤0.01%	143
2022 Q2	$14K	Hold	56	–	–	﹤0.01%	133
2022 Q1	$15K	Hold	56	–	–	﹤0.01%	145
2021 Q4	$21K	Hold	56	–	–	0.01%	123
2021 Q3	$17K	Hold	56	–	–	0.01%	131
2021 Q2	$18K	Sell	56 -1	-2%	-$303	0.01%	121
2021 Q1	$17K	Hold	57	–	–	0.01%	133
2020 Q4	$15K	Hold	57	–	–	0.01%	144
2020 Q3	$12K	Hold	57	–	–	﹤0.01%	141
2020 Q2	$11K	Buy	57 +28	+97%	+$5K	﹤0.01%	141
2020 Q1	$5K	Hold	29	–	–	﹤0.01%	158
2019 Q4	$6K	Buy	+29	New	+$5.63K	﹤0.01%	165

Other funds holding EL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return