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Evermay Wealth Management’s Estee Lauder EL Stock Holding History

Evermay 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
-2
Closed -$293 – 647
2023
Q4 		$293 Buy
+2
New +$265 ﹤0.01% 656
2022
Q2 		– Sell
-30
Closed -$8K – 530
2022
Q1 		$8K Hold
30
– – ﹤0.01% 433
2021
Q4 		$11K Hold
30
– – ﹤0.01% 398
2021
Q3 		$9K Sell
30
-170
-85% -$55.5K ﹤0.01% 389
2021
Q2 		$64K Buy
+200
New +$60.6K 0.01% 258

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 2 shares — an estimated $293 sold.

Evermay Wealth Management first reported a position in EL in Q2 2021 and held it in 5 quarters. The position peaked at $64K in Q2 2021. 1,059 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Evermay Wealth Management reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2 Estee Lauder shares in Q1 2024, an estimated $293.
  • Evermay Wealth Management first reported a position in Estee Lauder in Q2 2021 and held it in 5 quarters.
  • Evermay Wealth Management's Estee Lauder position peaked at $64K in Q2 2021.
  • 1,059 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.