Empower Advisory Group
EL icon

Empower Advisory Group’s Estee Lauder EL Stock Holding History

Empower Advisory Group’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
-1,310
Closed -$202K – 499
2024
Q1 		$202K Sell
1,310
-44,898
-97% -$6.37M ﹤0.01% 488
2023
Q4 		$6.76M Buy
46,208
+18,218
+65% +$2.42M 0.03% 181
2023
Q3 		$4.05M Sell
27,990
-16,369
-37% -$2.73M 0.02% 184
2023
Q2 		$8.71M Buy
44,359
+1,110
+3% +$235K 0.04% 178
2023
Q1 		$10.7M Buy
+43,249
New +$11M 0.05% 163

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 $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Empower Advisory Group's EL Position: Q2 2024 in Review

Empower Advisory Group sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,310 shares — an estimated $202K sold.

Empower Advisory Group first reported a position in EL in Q1 2023 and held it in 5 quarters. The position peaked at $10.7M in Q1 2023. 990 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Empower Advisory Group reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Empower Advisory Group sold 1,310 Estee Lauder shares in Q2 2024, an estimated $202K.
  • Empower Advisory Group first reported a position in Estee Lauder in Q1 2023 and held it in 5 quarters.
  • Empower Advisory Group's Estee Lauder position peaked at $10.7M in Q1 2023.
  • 990 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Empower Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.