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First Foundation Advisors’s Estee Lauder EL Stock Holding History

First Foundation 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 		– Sell
-2,309
Closed -$246K – 383
2024
Q2 		$246K Sell
2,309
-232
-9% -$30.4K 0.01% 299
2024
Q1 		$392K Buy
2,541
+66
+3% +$9.36K 0.02% 249
2023
Q4 		$362K Sell
2,475
-3,048
-55% -$405K 0.02% 262
2023
Q3 		$798K Sell
5,523
-5,506
-50% -$918K 0.04% 197
2023
Q2 		$2.17M Sell
11,029
-155
-1% -$32.9K 0.09% 126
2023
Q1 		$2.76M Buy
11,184
+1,015
+10% +$258K 0.13% 109
2022
Q4 		$2.52M Sell
10,169
-98
-1% -$21.9K 0.12% 111
2022
Q3 		$2.22M Buy
10,267
+216
+2% +$55.1K 0.11% 111
2022
Q2 		$2.56M Sell
10,051
-161
-2% -$40.8K 0.11% 108
2022
Q1 		$2.78M Buy
10,212
+1,864
+22% +$561K 0.1% 114
2021
Q4 		$3.09M Buy
8,348
+828
+11% +$281K 0.11% 108
2021
Q3 		$2.25M Buy
7,520
+1,014
+16% +$331K 0.08% 122
2021
Q2 		$2.07M Buy
6,506
+912
+16% +$276K 0.08% 140
2021
Q1 		$1.63M Buy
5,594
+1,281
+30% +$351K 0.07% 153
2020
Q4 		$1.15M Buy
4,313
+2,052
+91% +$494K 0.05% 176
2020
Q3 		$493K Buy
+2,261
New +$465K 0.02% 238

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

First Foundation Advisors's EL Position: Q3 2024 in Review

First Foundation Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 2,309 shares — an estimated $246K sold.

First Foundation Advisors first reported a position in EL in Q3 2020 and held it in 16 quarters. The position peaked at $3.09M in Q4 2021. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • First Foundation Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 2,309 Estee Lauder shares in Q3 2024, an estimated $246K.
  • First Foundation Advisors first reported a position in Estee Lauder in Q3 2020 and held it in 16 quarters.
  • First Foundation Advisors's Estee Lauder position peaked at $3.09M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.