Claris Advisors’s Estee Lauder EL Stock Holding History

Claris 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 Q4	–	Sell	-9	Closed	-$897	–	388
2024 Q3	$897	Buy	+9	New	+$853	﹤0.01%	457

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Claris Advisors's EL Position: Q4 2024 in Review

Claris Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 9 shares — an estimated $897 sold.

Claris Advisors first reported a position in EL in Q3 2024 and held it in 1 quarter. The position peaked at $897 in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Claris Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Estee Lauder shares in Q4 2024, an estimated $897.
Claris Advisors first reported a position in Estee Lauder in Q3 2024 and held it in 1 quarter.
Claris Advisors's Estee Lauder position peaked at $897 in Q3 2024.
840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.