Empirical Wealth Management’s Estee Lauder EL Stock Holding History

Empirical 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 Q1	–	Sell	-3,366	Closed	-$492K	–	539
2023 Q4	$492K	Buy	3,366 +66	+2%	+$8.76K	0.02%	322
2023 Q3	$477K	Sell	3,300 -128	-4%	-$21.3K	0.02%	310
2023 Q2	$673K	Hold	3,428	–	–	0.03%	263
2023 Q1	$845K	Hold	3,428	–	–	0.04%	242
2022 Q4	$851K	Sell	3,428 -131	-4%	-$29.3K	0.04%	231
2022 Q3	$768K	Buy	3,559 +121	+4%	+$30.9K	0.04%	226
2022 Q2	$876K	Hold	3,438	–	–	0.05%	218
2022 Q1	$936K	Sell	3,438 -13	-0.4%	-$3.91K	0.05%	227
2021 Q4	$1.28M	Buy	3,451 +6	+0.2%	+$2.04K	0.06%	177
2021 Q3	$1.03M	Sell	3,445 -596	-15%	-$195K	0.06%	186
2021 Q2	$1.28M	Buy	4,041 +157	+4%	+$47.6K	0.08%	158
2021 Q1	$1.13M	Hold	3,884	–	–	0.09%	143
2020 Q4	$1.03M	Buy	3,884 +7	+0.2%	+$1.68K	0.08%	149
2020 Q3	$846K	Buy	+3,877	New	+$798K	0.07%	154

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

Empirical Wealth Management's EL Position: Q1 2024 in Review

Empirical Wealth Management sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 3,366 shares — an estimated $492K sold.

Empirical Wealth Management first reported a position in EL in Q3 2020 and held it in 14 quarters. The position peaked at $1.28M in Q2 2021. 1,059 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Empirical Wealth Management reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Empirical Wealth Management sold 3,366 Estee Lauder shares in Q1 2024, an estimated $492K.
Empirical Wealth Management first reported a position in Estee Lauder in Q3 2020 and held it in 14 quarters.
Empirical Wealth Management's Estee Lauder position peaked at $1.28M in Q2 2021.
1,059 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Empirical Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.