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Concord Wealth Partners’s Estee Lauder EL Stock Holding History

Concord Wealth Partners’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
-3
Closed -$299 – 943
2024
Q3 		$299 Sell
3
-9
-75% -$853 ﹤0.01% 918
2024
Q2 		$1.23K Buy
+12
New +$1.57K ﹤0.01% 709
2024
Q1 		– Sell
-1,173
Closed -$172K – 868
2023
Q4 		$172K Buy
1,173
+98
+9% +$13K 0.03% 218
2023
Q3 		$155K Buy
1,075
+954
+788% +$159K 0.03% 221
2023
Q2 		$23.8K Buy
121
+23
+23% +$4.88K 0.01% 479
2023
Q1 		$24.2K Sell
98
-86
-47% -$21.8K 0.01% 459
2022
Q4 		$45.6K Buy
+184
New +$41.1K 0.01% 393
2022
Q3 		– Sell
-196
Closed -$50K – 430
2022
Q2 		$50K Sell
196
-10
-5% -$2.54K 0.01% 379
2022
Q1 		$56K Sell
206
-14
-6% -$4.21K 0.01% 409
2021
Q4 		$81K Buy
220
+89
+68% +$30.2K 0.02% 341
2021
Q3 		$39K Sell
131
-77
-37% -$25.2K 0.02% 261
2021
Q2 		$66K Hold
208
– – 0.02% 304
2021
Q1 		$60K Buy
208
+110
+112% +$30.1K 0.02% 305
2020
Q4 		$26K Buy
+98
New +$23.6K 0.02% 278

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Concord Wealth Partners's EL Position: Q4 2024 in Review

Concord Wealth Partners sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3 shares — an estimated $299 sold.

Concord Wealth Partners first reported a position in EL in Q4 2020 and held it in 14 quarters. The position peaked at $172K in Q4 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Concord Wealth Partners reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Estee Lauder shares in Q4 2024, an estimated $299.
  • Concord Wealth Partners first reported a position in Estee Lauder in Q4 2020 and held it in 14 quarters.
  • Concord Wealth Partners's Estee Lauder position peaked at $172K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.