EI
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Ellevest Inc’s Estee Lauder EL Stock Holding History

Ellevest Inc’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 		– Sell
-2,084
Closed -$208K – 422
2024
Q3 		$208K Sell
2,084
-2,057
-50% -$195K 0.01% 402
2024
Q2 		$441K Sell
4,141
-1,109
-21% -$145K 0.03% 232
2024
Q1 		$809K Buy
5,250
+838
+19% +$119K 0.05% 126
2023
Q4 		$645K Buy
4,412
+398
+10% +$52.8K 0.04% 142
2023
Q3 		$580K Buy
4,014
+554
+16% +$92.4K 0.04% 125
2023
Q2 		$679K Sell
3,460
-186
-5% -$39.5K 0.05% 102
2023
Q1 		$899K Sell
3,646
-139
-4% -$35.3K 0.07% 65
2022
Q4 		$939K Buy
3,785
+570
+18% +$127K 0.08% 62
2022
Q3 		$694K Sell
3,215
-219
-6% -$55.9K 0.07% 68
2022
Q2 		$875K Buy
3,434
+223
+7% +$56.6K 0.08% 58
2022
Q1 		$874K Buy
3,211
+158
+5% +$47.5K 0.07% 62
2021
Q4 		$1.13M Buy
3,053
+249
+9% +$84.5K 0.1% 53
2021
Q3 		$841K Sell
2,804
-52
-2% -$17K 0.08% 58
2021
Q2 		$908K Buy
2,856
+162
+6% +$49.1K 0.09% 51
2021
Q1 		$784K Buy
2,694
+171
+7% +$46.8K 0.09% 56
2020
Q4 		$672K Buy
2,523
+147
+6% +$35.4K 0.1% 51
2020
Q3 		$519K Buy
2,376
+6
+0.3% +$1.24K 0.09% 54
2020
Q2 		$447K Sell
2,370
-9
-0.4% -$1.61K 0.1% 52
2020
Q1 		$379K Buy
2,379
+2,369
+23,690% +$457K 0.1% 44
2019
Q4 		$2K Buy
10
+5
+100% +$971 ﹤0.01% 675
2019
Q3 		$1K Buy
+5
New +$956 ﹤0.01% 387

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Ellevest Inc's EL Position: Q4 2024 in Review

Ellevest Inc sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,084 shares — an estimated $208K sold.

Ellevest Inc first reported a position in EL in Q3 2019 and held it in 21 quarters. The position peaked at $1.13M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Ellevest Inc reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 2,084 Estee Lauder shares in Q4 2024, an estimated $208K.
  • Ellevest Inc first reported a position in Estee Lauder in Q3 2019 and held it in 21 quarters.
  • Ellevest Inc's Estee Lauder position peaked at $1.13M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.