Credential Qtrade Securities’s Estee Lauder EL Stock Holding History

Credential Qtrade Securities’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	$985K	Buy	6,392 +231	+4%	+$32.8K	0.05%	136
2023 Q4	$901K	Sell	6,161 -108	-2%	-$14.3K	0.05%	145
2023 Q3	$906K	Buy	6,269 +3,507	+127%	+$585K	0.06%	135
2023 Q2	$542K	Buy	2,762 +1,078	+64%	+$229K	0.03%	181
2023 Q1	$415K	Sell	1,684 -36	-2%	-$9.15K	0.03%	195
2022 Q4	$427K	Buy	+1,720	New	+$384K	0.03%	196
2019 Q4	–	Sell	-75	Closed	-$14.9K	–	307
2019 Q3	$14.9K	Buy	+75	New	+$14.3K	﹤0.01%	234

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 $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Credential Qtrade Securities's EL Position: Q1 2024 in Review

Credential Qtrade Securities increased its Estee Lauder (EL) stake by 3.7% in Q1 2024, buying an estimated $32.8K and bringing the position to 6,392 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #136.

Credential Qtrade Securities first reported a position in EL in Q3 2019 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Credential Qtrade Securities held 6,392 shares of Estee Lauder worth $985K as of Q1 2024.
Credential Qtrade Securities bought 231 Estee Lauder shares in Q1 2024, an estimated $32.8K.
Estee Lauder made up 0.05% of Credential Qtrade Securities's portfolio in Q1 2024, its #136 holding.
Credential Qtrade Securities first reported a position in Estee Lauder in Q3 2019 and has held it in 7 quarters since.
1,059 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.