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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return