First Personal Financial Services’s Estee Lauder EL Stock Holding History

First Personal Financial Services’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	$200	Buy	+2	New	+$190	﹤0.01%	464
2020 Q1	–	Sell	-10	Closed	-$2K	–	366
2019 Q4	$2K	Sell	10 -514	-98%	-$99.8K	﹤0.01%	362
2019 Q3	$104K	Sell	524 -3,450	-87%	-$660K	0.03%	177
2019 Q2	$728K	Buy	3,974 +10	+0.3%	+$1.71K	0.21%	93
2019 Q1	$656K	Buy	3,964 +206	+5%	+$30.3K	0.2%	100
2018 Q4	$489K	Buy	3,758 +60	+2%	+$8.15K	0.17%	109
2018 Q3	$537K	Buy	3,698 +7	+0.2%	+$972	0.17%	113
2018 Q2	$527K	Buy	3,691 +355	+11%	+$52.5K	0.18%	111
2018 Q1	$499K	Sell	3,336 -89	-3%	-$12.3K	0.11%	149
2017 Q4	$436K	Buy	+3,425	New	+$411K	0.08%	166
2017 Q3	–	Sell	-1,075	Closed	-$103K	–	843
2017 Q2	$103K	Sell	1,075 -1,423	-57%	-$131K	0.02%	312
2017 Q1	$212K	Sell	2,498 -210	-8%	-$17.4K	0.05%	186
2016 Q4	$207K	Buy	+2,708	New	+$220K	0.05%	183

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IFP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

First Personal Financial Services's EL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Estee Lauder (EL) in Q3 2024: 2 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in EL as recently as Q4 2019.

First Personal Financial Services first reported a position in EL in Q4 2016 and has held it in 13 quarters since. The position peaked at $728K in Q2 2019. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

First Personal Financial Services held 2 shares of Estee Lauder worth $200 as of Q3 2024.
Estee Lauder was a new First Personal Financial Services position in Q3 2024.
Estee Lauder made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #464 holding.
First Personal Financial Services first reported a position in Estee Lauder in Q4 2016 and has held it in 13 quarters since.
First Personal Financial Services's Estee Lauder position peaked at $728K in Q2 2019.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.