Duality Advisers’s Estee Lauder EL Stock Holding History

Duality Advisers’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 Q2	–	Sell	-5,662	Closed	-$873K	–	167
2024 Q1	$873K	Buy	+5,662	New	+$803K	0.09%	359
2023 Q4	–	Sell	-16,626	Closed	-$2.4M	–	617
2023 Q3	$2.4M	Buy	16,626 +9,460	+132%	+$1.58M	0.29%	121
2023 Q2	$1.41M	Buy	+7,166	New	+$1.52M	0.18%	219
2022 Q4	–	Sell	-6,925	Closed	-$1.5M	–	635
2022 Q3	$1.5M	Buy	+6,925	New	+$1.77M	0.16%	243
2021 Q4	–	Sell	-13,686	Closed	-$4.11M	–	543
2021 Q3	$4.11M	Buy	+13,686	New	+$4.47M	0.31%	117
2021 Q2	–	Sell	-23,874	Closed	-$6.94M	–	589
2021 Q1	$6.94M	Buy	+23,874	New	+$6.54M	0.6%	23
2020 Q3	–	Sell	-10,772	Closed	-$2.03M	–	593
2020 Q2	$2.03M	Buy	+10,772	New	+$1.92M	0.18%	151
2020 Q1	–	Sell	-32,490	Closed	-$6.71M	–	100
2019 Q4	$6.71M	Buy	32,490 +28,490	+712%	+$5.53M	0.4%	79
2019 Q3	$796K	Sell	4,000 -17,640	-82%	-$3.37M	0.04%	264
2019 Q2	$3.96M	Buy	+21,640	New	+$3.7M	0.35%	87
2019 Q1	–	Sell	-30,770	Closed	-$4M	–	230
2018 Q4	$4M	Buy	+30,770	New	+$4.18M	0.23%	108

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP

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

Duality Advisers's EL Position: Q2 2024 in Review

Duality Advisers sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 5,662 shares — an estimated $873K sold.

Duality Advisers first reported a position in EL in Q4 2018 and held it in 11 quarters. The position peaked at $6.94M in Q1 2021. 989 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Duality Advisers reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 5,662 Estee Lauder shares in Q2 2024, an estimated $873K.
Duality Advisers first reported a position in Estee Lauder in Q4 2018 and held it in 11 quarters.
Duality Advisers's Estee Lauder position peaked at $6.94M in Q1 2021.
989 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.