CCMG
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Clark Capital Management Group’s Estee Lauder EL Stock Holding History

Clark Capital Management Group’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
-7,875
Closed -$838K – 408
2024
Q2 		$838K Buy
7,875
+1,642
+26% +$215K 0.01% 290
2024
Q1 		$961K Buy
6,233
+1,771
+40% +$251K 0.01% 289
2023
Q4 		$653K Buy
+4,462
New +$592K 0.01% 304
2023
Q1 		– Sell
-1,043
Closed -$259K – 338
2022
Q4 		$259K Buy
1,043
+20
+2% +$4.47K ﹤0.01% 330
2022
Q3 		$221K Buy
1,023
+18
+2% +$4.59K ﹤0.01% 329
2022
Q2 		$256K Sell
1,005
-1,602
-61% -$406K ﹤0.01% 302
2022
Q1 		$710K Sell
2,607
-1
-0% -$301 0.01% 284
2021
Q4 		$965K Buy
2,608
+1
+0% +$339 0.01% 251
2021
Q3 		$782K Buy
+2,607
New +$852K 0.01% 262

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
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
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