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Founders Financial Securities’s Estee Lauder EL Stock Holding History

Founders Financial Securities’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
-3,586
Closed -$382K – 444
2024
Q2 		$382K Buy
3,586
+345
+11% +$45.3K 0.04% 320
2024
Q1 		$500K Buy
3,241
+149
+5% +$21.1K 0.05% 261
2023
Q4 		$452K Buy
3,092
+812
+36% +$108K 0.05% 260
2023
Q3 		$330K Buy
2,280
+243
+12% +$40.5K 0.04% 255
2023
Q2 		$400K Buy
2,037
+587
+40% +$125K 0.05% 239
2023
Q1 		$357K Buy
1,450
+167
+13% +$42.4K 0.05% 245
2022
Q4 		$318K Buy
+1,283
New +$287K 0.05% 250

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

Founders Financial Securities's EL Position: Q3 2024 in Review

Founders Financial Securities sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 3,586 shares — an estimated $382K sold.

Founders Financial Securities first reported a position in EL in Q4 2022 and held it in 7 quarters. The position peaked at $500K in Q1 2024. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Founders Financial Securities reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Founders Financial Securities sold 3,586 Estee Lauder shares in Q3 2024, an estimated $382K.
  • Founders Financial Securities first reported a position in Estee Lauder in Q4 2022 and held it in 7 quarters.
  • Founders Financial Securities's Estee Lauder position peaked at $500K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Founders Financial Securities's 13F filing for Q3 2024, filed 12 Nov 2024.