CA
EL icon

Cetera Advisors’s Estee Lauder EL Stock Holding History

Cetera 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
Q1 		$527K Buy
3,422
+1,116
+48% +$158K ﹤0.01% 1564
2023
Q4 		$337K Sell
2,306
-507
-18% -$67.3K ﹤0.01% 1360
2023
Q3 		$407K Buy
2,813
+87
+3% +$14.5K 0.01% 1168
2023
Q2 		$535K Buy
2,726
+52
+2% +$11K 0.01% 1016
2023
Q1 		$659K Buy
2,674
+292
+12% +$74.2K 0.01% 879
2022
Q4 		$591K Buy
2,382
+463
+24% +$103K 0.01% 893
2022
Q3 		$414K Buy
1,919
+12
+0.6% +$3.06K 0.01% 863
2022
Q2 		$486K Sell
1,907
-152
-7% -$38.6K 0.01% 847
2022
Q1 		$561K Buy
2,059
+17
+0.8% +$5.12K 0.01% 832
2021
Q4 		$756K Sell
2,042
-144
-7% -$48.9K 0.02% 709
2021
Q3 		$656K Sell
2,186
-379
-15% -$124K 0.01% 767
2021
Q2 		$816K Sell
2,565
-341
-12% -$103K 0.02% 629
2021
Q1 		$845K Buy
2,906
+1,204
+71% +$330K 0.02% 544
2020
Q4 		$453K Buy
1,702
+90
+6% +$21.7K 0.01% 670
2020
Q3 		$352K Sell
1,612
-122
-7% -$25.1K 0.01% 677
2020
Q2 		$327K Buy
+1,734
New +$310K 0.01% 678
2020
Q1 		– Sell
-1,432
Closed -$292K – 846
2019
Q4 		$292K Buy
+1,432
New +$278K 0.01% 722
2018
Q3 		– Sell
-3,569
Closed -$508K – 966
2018
Q2 		$508K Buy
3,569
+379
+12% +$56.1K 0.03% 500
2018
Q1 		$478K Buy
3,190
+78
+3% +$10.8K 0.03% 481
2017
Q4 		$392K Buy
+3,112
New +$374K 0.02% 508

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cetera Advisors's EL Position: Q1 2024 in Review

Cetera Advisors increased its Estee Lauder (EL) stake by 48% in Q1 2024, buying an estimated $158K and bringing the position to 3,422 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Cetera Advisors first reported a position in EL in Q4 2017 and has held it in 20 quarters since. The position peaked at $845K in Q1 2021. 1,058 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Cetera Advisors held 3,422 shares of Estee Lauder worth $527K as of Q1 2024.
  • Cetera Advisors bought 1,116 Estee Lauder shares in Q1 2024, an estimated $158K.
  • Estee Lauder made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1564 holding.
  • Cetera Advisors first reported a position in Estee Lauder in Q4 2017 and has held it in 20 quarters since.
  • Cetera Advisors's Estee Lauder position peaked at $845K in Q1 2021.
  • 1,058 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.