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Financial Counselors Inc’s Estee Lauder EL Stock Holding History

Financial Counselors Inc’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
-2,530
Closed -$252K – 583
2024
Q3 		$252K Sell
2,530
-455
-15% -$43.1K ﹤0.01% 533
2024
Q2 		$318K Sell
2,985
-702
-19% -$92.1K 0.01% 479
2024
Q1 		$568K Buy
3,687
+149
+4% +$21.1K 0.01% 394
2023
Q4 		$517K Sell
3,538
-123
-3% -$16.3K 0.01% 398
2023
Q3 		$529K Sell
3,661
-339
-8% -$56.5K 0.01% 386
2023
Q2 		$786K Sell
4,000
-13,392
-77% -$2.84M 0.02% 315
2023
Q1 		$4.29M Buy
17,392
+76
+0.4% +$19.3K 0.09% 183
2022
Q4 		$4.3M Buy
17,316
+198
+1% +$44.2K 0.1% 180
2022
Q3 		$3.7M Buy
17,118
+975
+6% +$249K 0.09% 188
2022
Q2 		$4.11M Buy
16,143
+270
+2% +$68.5K 0.1% 181
2022
Q1 		$4.32M Buy
15,873
+399
+3% +$120K 0.09% 189
2021
Q4 		$5.73M Buy
15,474
+624
+4% +$212K 0.12% 172
2021
Q3 		$4.45M Buy
14,850
+480
+3% +$157K 0.1% 194
2021
Q2 		$4.57M Sell
14,370
-2,396
-14% -$726K 0.1% 190
2021
Q1 		$4.88M Sell
16,766
-1,228
-7% -$336K 0.11% 175
2020
Q4 		$4.79M Sell
17,994
-423
-2% -$102K 0.12% 172
2020
Q3 		$4.02M Buy
18,417
+2,479
+16% +$510K 0.12% 169
2020
Q2 		$3.01M Buy
15,938
+3,882
+32% +$694K 0.1% 192
2020
Q1 		$1.92M Buy
12,056
+119
+1% +$23K 0.09% 192
2019
Q4 		$2.46M Sell
11,937
-24
-0.2% -$4.66K 0.09% 202
2019
Q3 		$2.38M Sell
11,961
-3,128
-21% -$598K 0.09% 202
2019
Q2 		$2.76M Buy
15,089
+165
+1% +$28.2K 0.11% 186
2019
Q1 		$2.47M Buy
14,924
+2,750
+23% +$404K 0.11% 190
2018
Q4 		$1.58M Buy
12,174
+1,158
+11% +$157K 0.08% 219
2018
Q3 		$1.6M Buy
11,016
+2,141
+24% +$297K 0.07% 232
2018
Q2 		$1.27M Buy
8,875
+751
+9% +$111K 0.06% 254
2018
Q1 		$1.22M Buy
+8,124
New +$1.12M 0.06% 257

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

Financial Counselors Inc's EL Position: Q4 2024 in Review

Financial Counselors Inc sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,530 shares — an estimated $252K sold.

Financial Counselors Inc first reported a position in EL in Q1 2018 and held it in 27 quarters. The position peaked at $5.73M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Financial Counselors Inc reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 2,530 Estee Lauder shares in Q4 2024, an estimated $252K.
  • Financial Counselors Inc first reported a position in Estee Lauder in Q1 2018 and held it in 27 quarters.
  • Financial Counselors Inc's Estee Lauder position peaked at $5.73M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.