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FinTrust Capital Advisors’s Estee Lauder EL Stock Holding History

FinTrust Capital 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
Q3 		$3.79K Hold
38
– – ﹤0.01% 1136
2024
Q2 		$4.04K Hold
38
– – ﹤0.01% 1089
2024
Q1 		$5.86K Hold
38
– – ﹤0.01% 962
2023
Q4 		$5.56K Hold
38
– – ﹤0.01% 939
2023
Q3 		$5.49K Sell
38
-12
-24% -$2K ﹤0.01% 881
2023
Q2 		$12.4K Hold
50
– – ﹤0.01% 735
2023
Q1 		$12.4K Hold
50
– – ﹤0.01% 733
2022
Q4 		$12.4K Buy
50
+5
+11% +$1.12K ﹤0.01% 729
2022
Q3 		$10K Sell
45
-73
-62% -$18.6K ﹤0.01% 866
2022
Q2 		$31K Buy
118
+21
+22% +$5.33K 0.01% 617
2022
Q1 		$27K Sell
97
-148
-60% -$44.5K 0.01% 683
2021
Q4 		$91K Sell
245
-204
-45% -$69.2K 0.02% 444
2021
Q3 		$135K Buy
449
+112
+33% +$36.6K 0.04% 344
2021
Q2 		$107K Buy
337
+136
+68% +$41.2K 0.03% 409
2021
Q1 		$58K Buy
201
+165
+458% +$45.2K 0.02% 517
2020
Q4 		$10K Hold
36
– – ﹤0.01% 836
2020
Q3 		$8K Sell
36
-495
-93% -$102K ﹤0.01% 856
2020
Q2 		$100K Sell
531
-183
-26% -$32.7K 0.04% 329
2020
Q1 		$114K Sell
714
-240
-25% -$46.3K 0.06% 271
2019
Q4 		$197K Sell
954
-20
-2% -$3.88K 0.08% 212
2019
Q3 		$194K Sell
974
-36
-4% -$6.88K 0.07% 222
2019
Q2 		$185K Sell
1,010
-40
-4% -$6.83K 0.07% 205
2019
Q1 		$173K Sell
1,050
-205
-16% -$30.1K 0.07% 206
2018
Q4 		$163K Buy
+1,255
New +$170K 0.08% 202

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 $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinTrust Capital Advisors's EL Position: Q3 2024 in Review

FinTrust Capital Advisors held its Estee Lauder (EL) position steady in Q3 2024 at 38 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

FinTrust Capital Advisors first reported a position in EL in Q4 2018 and has held it in 24 quarters since. The position peaked at $197K in Q4 2019. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • FinTrust Capital Advisors held 38 shares of Estee Lauder worth $3.79K as of Q3 2024.
  • FinTrust Capital Advisors left its Estee Lauder share count unchanged in Q3 2024.
  • Estee Lauder made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1136 holding.
  • FinTrust Capital Advisors first reported a position in Estee Lauder in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Estee Lauder position peaked at $197K in Q4 2019.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.