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 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 $3.38T AUM 44.17% 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

Clark Capital Management Group's EL Position: Q3 2024 in Review

Clark Capital Management Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 7,875 shares — an estimated $838K sold.

Clark Capital Management Group first reported a position in EL in Q3 2021 and held it in 9 quarters. The position peaked at $965K in Q4 2021. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Clark Capital Management Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Clark Capital Management Group sold 7,875 Estee Lauder shares in Q3 2024, an estimated $838K.
Clark Capital Management Group first reported a position in Estee Lauder in Q3 2021 and held it in 9 quarters.
Clark Capital Management Group's Estee Lauder position peaked at $965K in Q4 2021.
916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Clark Capital Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.