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Financial Advocates Investment Management’s Estee Lauder EL Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-2,166
Closed -$230K – 783
2024
Q2 		$230K Buy
2,166
+247
+13% +$32.4K 0.01% 641
2024
Q1 		$296K Buy
1,919
+112
+6% +$15.9K 0.02% 598
2023
Q4 		$264K Buy
1,807
+309
+21% +$41K 0.02% 601
2023
Q3 		$217K Sell
1,498
-88
-6% -$14.7K 0.02% 632
2023
Q2 		$311K Buy
1,586
+408
+35% +$86.6K 0.02% 512
2023
Q1 		$290K Buy
1,178
+218
+23% +$55.4K 0.02% 566
2022
Q4 		$238K Buy
+960
New +$214K 0.02% 624
2021
Q2 		– Sell
-1,087
Closed -$317K – 762
2021
Q1 		$317K Sell
1,087
-36
-3% -$9.86K 0.02% 590
2020
Q4 		$299K Buy
1,123
+7
+0.6% +$1.68K 0.02% 565
2020
Q3 		$243K Buy
1,116
+13
+1% +$2.67K 0.02% 529
2020
Q2 		$208K Buy
+1,103
New +$197K 0.02% 557
2020
Q1 		– Sell
-1,013
Closed -$209K – 487
2019
Q4 		$209K Buy
+1,013
New +$197K 0.02% 478

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Advocates Investment Management's EL Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 2,166 shares — an estimated $230K sold.

Financial Advocates Investment Management first reported a position in EL in Q4 2019 and held it in 12 quarters. The position peaked at $317K in Q1 2021. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,166 Estee Lauder shares in Q3 2024, an estimated $230K.
  • Financial Advocates Investment Management first reported a position in Estee Lauder in Q4 2019 and held it in 12 quarters.
  • Financial Advocates Investment Management's Estee Lauder position peaked at $317K in Q1 2021.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.