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Focus Financial Network’s Estee Lauder EL Stock Holding History

Focus Financial Network’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
-2,284
Closed -$334K – 659
2023
Q4 		$334K Buy
+2,284
New +$303K 0.01% 544
2022
Q1 		– Sell
-2,259
Closed -$836K – 536
2021
Q4 		$836K Buy
2,259
+192
+9% +$65.2K 0.12% 150
2021
Q3 		$620K Hold
2,067
– – 0.08% 213
2021
Q2 		$657K Hold
2,067
– – 0.09% 216
2021
Q1 		$601K Buy
+2,067
New +$566K 0.07% 223

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

Focus Financial Network's EL Position: Q1 2024 in Review

Focus Financial Network sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 2,284 shares — an estimated $334K sold.

Focus Financial Network first reported a position in EL in Q1 2021 and held it in 5 quarters. The position peaked at $836K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Focus Financial Network reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 2,284 Estee Lauder shares in Q1 2024, an estimated $334K.
  • Focus Financial Network first reported a position in Estee Lauder in Q1 2021 and held it in 5 quarters.
  • Focus Financial Network's Estee Lauder position peaked at $836K in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.