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	–	340
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cedar Mountain Advisors's EL Position: Q3 2024 in Review

Cedar Mountain Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 64 shares — an estimated $6.81K sold.

Cedar Mountain Advisors first reported a position in EL in Q4 2019 and held it in 19 quarters. The position peaked at $21K in Q4 2021. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Cedar Mountain Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Cedar Mountain Advisors sold 64 Estee Lauder shares in Q3 2024, an estimated $6.81K.
Cedar Mountain Advisors first reported a position in Estee Lauder in Q4 2019 and held it in 19 quarters.
Cedar Mountain Advisors's Estee Lauder position peaked at $21K in Q4 2021.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Cedar Mountain Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.