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Cyndeo Wealth Partners’s Estee Lauder EL Stock Holding History

Cyndeo 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
Q1 		– Sell
-5,472
Closed -$800K – 388
2023
Q4 		$800K Sell
5,472
-1,330
-20% -$177K 0.07% 205
2023
Q3 		$983K Buy
6,802
+926
+16% +$154K 0.1% 172
2023
Q2 		$1.15M Buy
5,876
+1,132
+24% +$240K 0.12% 158
2023
Q1 		$1.17M Buy
4,744
+1,491
+46% +$379K 0.13% 162
2022
Q4 		$807K Buy
+3,253
New +$727K 0.09% 182

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cyndeo Wealth Partners's EL Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 5,472 shares — an estimated $800K sold.

Cyndeo Wealth Partners first reported a position in EL in Q4 2022 and held it in 5 quarters. The position peaked at $1.17M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,472 Estee Lauder shares in Q1 2024, an estimated $800K.
  • Cyndeo Wealth Partners first reported a position in Estee Lauder in Q4 2022 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Estee Lauder position peaked at $1.17M in Q1 2023.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.