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Coppell Advisory Solutions Corp’s Estee Lauder EL Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$222K Buy
+1,441
New +$204K 0.04% 238
2023
Q1 		$276K Sell
1,118
-7
-0.6% -$1.78K 0.09% 168
2022
Q4 		$279K Buy
+1,125
New +$251K 0.09% 147

Other funds holding EL

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's EL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Estee Lauder (EL) in Q1 2024: 1,441 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in EL as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in EL in Q4 2022 and has held it in 3 quarters since. The position peaked at $279K in Q4 2022. 1,058 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,441 shares of Estee Lauder worth $222K as of Q1 2024.
  • Estee Lauder was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Estee Lauder made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #238 holding.
  • Coppell Advisory Solutions Corp first reported a position in Estee Lauder in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Estee Lauder position peaked at $279K in Q4 2022.
  • 1,058 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.