GenWealth Group’s Estee Lauder EL Stock Holding History

GenWealth Group’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	–	Sell	-2,104	Closed	-$210K	–	75
2024 Q3	$210K	Hold	2,104	–	–	0.05%	68
2024 Q2	$224K	Hold	2,104	–	–	0.06%	60
2024 Q1	$324K	Buy	2,104 +365	+21%	+$51.8K	0.08%	53
2023 Q4	$254K	Hold	1,739	–	–	0.07%	61
2023 Q3	$251K	Hold	1,739	–	–	0.08%	60
2023 Q2	$342K	Hold	1,739	–	–	0.1%	57
2023 Q1	$429K	Hold	1,739	–	–	0.13%	53
2022 Q4	$431K	Hold	1,739	–	–	0.14%	53
2022 Q3	$375K	Hold	1,739	–	–	0.13%	42
2022 Q2	$443K	Hold	1,739	–	–	0.14%	38
2022 Q1	$474K	Hold	1,739	–	–	0.13%	43
2021 Q4	$643K	Hold	1,739	–	–	0.17%	42
2021 Q3	$522K	Hold	1,739	–	–	0.15%	39
2021 Q2	$553K	Hold	1,739	–	–	0.16%	37
2021 Q1	$505K	Hold	1,739	–	–	0.16%	43
2020 Q4	$463K	Hold	1,739	–	–	0.15%	44
2020 Q3	$385K	Hold	1,739	–	–	0.14%	50
2020 Q2	$329K	Hold	1,739	–	–	0.13%	56
2020 Q1	$277K	Buy	1,739 +427	+33%	+$82.4K	0.12%	50
2019 Q4	$270K	Hold	1,312	–	–	0.1%	59
2019 Q3	$261K	Hold	1,312	–	–	0.11%	59
2019 Q2	$241K	Hold	1,312	–	–	0.1%	60
2019 Q1	$216K	Buy	+1,312	New	+$193K	0.1%	59

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GenWealth Group's EL Position: Q4 2024 in Review

GenWealth Group sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,104 shares — an estimated $210K sold.

GenWealth Group first reported a position in EL in Q1 2019 and held it in 23 quarters. The position peaked at $643K in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

GenWealth Group reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
GenWealth Group sold 2,104 Estee Lauder shares in Q4 2024, an estimated $210K.
GenWealth Group first reported a position in Estee Lauder in Q1 2019 and held it in 23 quarters.
GenWealth Group's Estee Lauder position peaked at $643K in Q4 2021.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on GenWealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.