FFA
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Fairfield Financial Advisors’s Estee Lauder EL Stock Holding History

Fairfield Financial Advisors’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
-63
Closed -$6.28K – 268
2024
Q3 		$6.28K Hold
63
– – ﹤0.01% 240
2024
Q2 		$6.7K Buy
+63
New +$8.26K ﹤0.01% 230
2023
Q4 		$20.9K Sell
143
-307
-68% -$40.7K 0.01% 194
2023
Q3 		$65K Sell
450
-306
-40% -$51K 0.03% 116
2023
Q2 		$148K Sell
756
-944
-56% -$200K 0.06% 78
2023
Q1 		$420K Sell
1,700
-918
-35% -$233K 0.18% 51
2022
Q4 		$650K Sell
2,618
-635
-20% -$142K 0.3% 40
2022
Q3 		$702K Sell
3,253
-404
-11% -$103K 0.33% 36
2022
Q2 		$931K Sell
3,657
-1,890
-34% -$479K 0.43% 34
2022
Q1 		$1.51M Buy
+5,547
New +$1.67M 0.55% 32

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
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

Fairfield Financial Advisors's EL Position: Q4 2024 in Review

Fairfield Financial Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 63 shares — an estimated $6.28K sold.

Fairfield Financial Advisors first reported a position in EL in Q1 2022 and held it in 10 quarters. The position peaked at $1.51M in Q1 2022. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Fairfield Financial Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Fairfield Financial Advisors sold 63 Estee Lauder shares in Q4 2024, an estimated $6.28K.
  • Fairfield Financial Advisors first reported a position in Estee Lauder in Q1 2022 and held it in 10 quarters.
  • Fairfield Financial Advisors's Estee Lauder position peaked at $1.51M in Q1 2022.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Fairfield Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.