Geller Advisors’s Estee Lauder EL Stock Holding History

Geller 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 Q4	$238K	Sell	3,175 -275	-8%	-$21.7K	0.02%	231
2024 Q3	$344K	Buy	3,450 +65	+2%	+$6.16K	0.02%	182
2024 Q2	$360K	Sell	3,385 -892	-21%	-$117K	0.03%	187
2024 Q1	$659K	Buy	+4,277	New	+$607K	0.05%	106
2022 Q4	–	Sell	-1,012	Closed	-$218K	–	155
2022 Q3	$218K	Buy	1,012 +113	+13%	+$28.8K	0.05%	118
2022 Q2	$229K	Buy	+899	New	+$228K	0.05%	119
2022 Q1	–	Sell	-615	Closed	-$228K	–	176
2021 Q4	$228K	Buy	+615	New	+$209K	0.04%	156
2021 Q3	–	Sell	-950	Closed	-$302K	–	160
2021 Q2	$302K	Buy	950 +4	+0.4%	+$1.21K	0.07%	91
2021 Q1	$275K	Buy	946 +146	+18%	+$40K	0.06%	85
2020 Q4	$257K	Buy	+800	New	+$192K	0.06%	89

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

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

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

IFP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geller Advisors's EL Position: Q4 2024 in Review

Geller Advisors reduced its Estee Lauder (EL) stake by 8% in Q4 2024, selling an estimated $21.7K and leaving 3,175 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #231.

Geller Advisors first reported a position in EL in Q4 2020 and has held it in 10 quarters since. The position peaked at $659K in Q1 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Geller Advisors held 3,175 shares of Estee Lauder worth $238K as of Q4 2024.
Geller Advisors sold 275 Estee Lauder shares in Q4 2024, an estimated $21.7K.
Estee Lauder made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #231 holding.
Geller Advisors first reported a position in Estee Lauder in Q4 2020 and has held it in 10 quarters since.
Geller Advisors's Estee Lauder position peaked at $659K in Q1 2024.
840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.