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Financial Insights’s Estee Lauder EL Stock Holding History

Financial Insights’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
-2,064
Closed -$302K – 161
2023
Q4 		$302K Sell
2,064
-389
-16% -$51.6K 0.09% 131
2023
Q3 		$316K Buy
2,453
+655
+36% +$109K 0.11% 122
2023
Q2 		$353K Buy
1,798
+686
+62% +$146K 0.13% 120
2023
Q1 		$274K Buy
+1,112
New +$283K 0.11% 142

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 $3.38T AUM 44.17% 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

Financial Insights's EL Position: Q1 2024 in Review

Financial Insights sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 2,064 shares — an estimated $302K sold.

Financial Insights first reported a position in EL in Q1 2023 and held it in 4 quarters. The position peaked at $353K in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Financial Insights reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Financial Insights sold 2,064 Estee Lauder shares in Q1 2024, an estimated $302K.
  • Financial Insights first reported a position in Estee Lauder in Q1 2023 and held it in 4 quarters.
  • Financial Insights's Estee Lauder position peaked at $353K in Q2 2023.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Financial Insights's 13F filing for Q1 2024, filed 25 Apr 2024.