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CM Wealth Advisors’s Estee Lauder EL Stock Holding History

CM Wealth 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
Q2 		– Sell
-3,114
Closed -$403K – 104
2024
Q1 		$403K Buy
+3,114
New +$442K 0.12% 100
2023
Q2 		– Sell
-11,570
Closed -$2.79M – 246
2023
Q1 		$2.79M Buy
+11,570
New +$2.94M 0.54% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

CM Wealth Advisors's EL Position: Q2 2024 in Review

CM Wealth Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 3,114 shares — an estimated $403K sold.

CM Wealth Advisors first reported a position in EL in Q1 2023 and held it in 2 quarters. The position peaked at $2.79M in Q1 2023. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • CM Wealth Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 3,114 Estee Lauder shares in Q2 2024, an estimated $403K.
  • CM Wealth Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Estee Lauder position peaked at $2.79M in Q1 2023.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.