Dorchester Wealth Management’s Estee Lauder EL Stock Holding History

Dorchester Wealth Management’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	$403K	Buy	5,380 +504	+10%	+$39.8K	0.08%	105
2024 Q3	$486K	Sell	4,876 -4,476	-48%	-$424K	0.09%	100
2024 Q2	$995K	Sell	9,352 -170	-2%	-$22.3K	0.19%	74
2024 Q1	$1.47M	Buy	9,522 +1,780	+23%	+$253K	0.26%	62
2023 Q4	$1.13M	Sell	7,742 -1,350	-15%	-$179K	0.21%	71
2023 Q3	$1.31M	Buy	9,092 +570	+7%	+$95K	0.27%	62
2023 Q2	$1.67M	Buy	8,522 +975	+13%	+$207K	0.34%	55
2023 Q1	$1.86M	Buy	7,547 +183	+2%	+$46.5K	0.38%	57
2022 Q4	$1.83M	Buy	7,364 +987	+15%	+$220K	0.43%	52
2022 Q3	$1.38M	Buy	6,377 +2,050	+47%	+$523K	0.3%	63
2022 Q2	$1.1M	Buy	+4,327	New	+$1.1M	0.22%	72

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dorchester Wealth Management's EL Position: Q4 2024 in Review

Dorchester Wealth Management increased its Estee Lauder (EL) stake by 10% in Q4 2024, buying an estimated $39.8K and bringing the position to 5,380 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #105.

Dorchester Wealth Management first reported a position in EL in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2023. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Dorchester Wealth Management held 5,380 shares of Estee Lauder worth $403K as of Q4 2024.
Dorchester Wealth Management bought 504 Estee Lauder shares in Q4 2024, an estimated $39.8K.
Estee Lauder made up 0.08% of Dorchester Wealth Management's portfolio in Q4 2024, its #105 holding.
Dorchester Wealth Management first reported a position in Estee Lauder in Q2 2022 and has held it in 11 quarters since.
Dorchester Wealth Management's Estee Lauder position peaked at $1.86M in Q1 2023.
840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.