Evoke Wealth’s Estee Lauder EL Stock Holding History

Evoke Wealth’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
2023 Q4	–	Sell	-11,264	Closed	-$1.63M	–	173
2023 Q3	$1.63M	Buy	+11,264	New	+$1.88M	0.06%	132
2022 Q4	–	Sell	-509	Closed	-$110K	–	604
2022 Q3	$110K	Sell	509 -23	-4%	-$5.87K	﹤0.01%	398
2022 Q2	$135K	Buy	532 +35	+7%	+$8.88K	0.01%	373
2022 Q1	$135K	Sell	497 -23	-4%	-$6.92K	﹤0.01%	395
2021 Q4	$192K	Buy	520 +1	+0.2%	+$339	0.01%	370
2021 Q3	$155K	Sell	519 -10	-2%	-$3.27K	0.01%	366
2021 Q2	$168K	Sell	529 -22	-4%	-$6.67K	0.01%	379
2021 Q1	$160K	Buy	551 +76	+16%	+$20.8K	0.01%	329
2020 Q4	$127K	Hold	475	–	–	0.01%	279
2020 Q3	$104K	Sell	475 -13	-3%	-$2.67K	0.01%	277
2020 Q2	$92K	Sell	488 -7	-1%	-$1.25K	0.01%	283
2020 Q1	$78.9K	Sell	495 -812	-62%	-$157K	0.01%	292
2019 Q4	$270K	Buy	1,307 +300	+30%	+$58.3K	0.03%	189
2019 Q3	$200K	Buy	+1,007	New	+$193K	0.02%	254

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Evoke Wealth's EL Position: Q4 2023 in Review

Evoke Wealth sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 11,264 shares — an estimated $1.63M sold.

Evoke Wealth first reported a position in EL in Q3 2019 and held it in 14 quarters. The position peaked at $1.63M in Q3 2023. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Evoke Wealth reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Evoke Wealth sold 11,264 Estee Lauder shares in Q4 2023, an estimated $1.63M.
Evoke Wealth first reported a position in Estee Lauder in Q3 2019 and held it in 14 quarters.
Evoke Wealth's Estee Lauder position peaked at $1.63M in Q3 2023.
1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.