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Girard Partners’s Estee Lauder EL Stock Holding History

Girard Partners’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
Q2 		$6.27M Buy
58,894
+272
+0.5% +$35.7K 0.59% 41
2024
Q1 		$9.04M Buy
58,622
+21,835
+59% +$3.1M 0.85% 26
2023
Q4 		$5.38M Buy
36,787
+3,839
+12% +$510K 0.55% 45
2023
Q3 		$4.76M Buy
32,948
+14,722
+81% +$2.45M 0.54% 41
2023
Q2 		$3.58M Buy
18,226
+17,041
+1,438% +$3.62M 0.38% 58
2023
Q1 		$292K Sell
1,185
-137
-10% -$34.8K 0.03% 213
2022
Q4 		$328K Buy
1,322
+178
+16% +$39.8K 0.04% 213
2022
Q3 		$247K Hold
1,144
– – 0.03% 215
2022
Q2 		$291K Buy
1,144
+2
+0.2% +$507 0.04% 198
2022
Q1 		$311K Sell
1,142
-80
-7% -$24.1K 0.03% 193
2021
Q4 		$452K Buy
1,222
+207
+20% +$70.3K 0.05% 177
2021
Q3 		$304K Sell
1,015
-41
-4% -$13.4K 0.04% 192
2021
Q2 		$335K Sell
1,056
-249
-19% -$75.5K 0.04% 191
2021
Q1 		$379K Sell
1,305
-21
-2% -$5.75K 0.05% 172
2020
Q4 		$352K Sell
1,326
-23
-2% -$5.53K 0.05% 175
2020
Q3 		$294K Sell
1,349
-445
-25% -$91.6K 0.05% 184
2020
Q2 		$338K Sell
1,794
-47
-3% -$8.4K 0.06% 166
2020
Q1 		$293K Buy
1,841
+70
+4% +$13.5K 0.06% 173
2019
Q4 		$365K Hold
1,771
– – 0.06% 177
2019
Q3 		$352K Sell
1,771
-206
-10% -$39.4K 0.07% 165
2019
Q2 		$362K Sell
1,977
-262
-12% -$44.8K 0.06% 176
2019
Q1 		$370K Buy
2,239
+25
+1% +$3.67K 0.07% 170
2018
Q4 		$288K Sell
2,214
-215
-9% -$29.2K 0.06% 186
2018
Q3 		$352K Buy
2,429
+25
+1% +$3.47K 0.06% 181
2018
Q2 		$343K Sell
2,404
-51
-2% -$7.55K 0.06% 202
2018
Q1 		$368K Sell
2,455
-380
-13% -$52.6K 0.09% 172
2017
Q4 		$361K Sell
2,835
-269
-9% -$32.3K 0.07% 202
2017
Q3 		$335K Hold
3,104
– – 0.07% 199
2017
Q2 		$298K Sell
3,104
-320
-9% -$29.4K 0.06% 202
2017
Q1 		$290K Sell
3,424
-665
-16% -$54.9K 0.07% 191
2016
Q4 		$313K Sell
4,089
-910
-18% -$74K 0.09% 171
2016
Q3 		$443K Sell
4,999
-874
-15% -$79.7K 0.15% 136
2016
Q2 		$535K Sell
5,873
-110
-2% -$10.3K 0.2% 115
2016
Q1 		$564K Buy
5,983
+260
+5% +$23.2K 0.25% 105
2015
Q4 		$504K Buy
5,723
+525
+10% +$44.7K 0.24% 104
2015
Q3 		$419K Buy
5,198
+735
+16% +$61.6K 0.24% 105
2015
Q2 		$387K Buy
4,463
+65
+1% +$5.61K 0.22% 105
2015
Q1 		$366K Buy
4,398
+475
+12% +$37.4K 0.22% 105
2014
Q4 		$299K Buy
3,923
+1,225
+45% +$90.5K 0.19% 111
2014
Q3 		$202K Buy
+2,698
New +$203K 0.14% 134

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Girard Partners's EL Position: Q2 2024 in Review

Girard Partners increased its Estee Lauder (EL) stake by 0.46% in Q2 2024, buying an estimated $35.7K and bringing the position to 58,894 shares worth $6.27M. The position accounts for 0.59% of the portfolio, ranked #41.

Girard Partners first reported a position in EL in Q3 2014 and has held it in 40 quarters since. The position peaked at $9.04M in Q1 2024. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Girard Partners held 58,894 shares of Estee Lauder worth $6.27M as of Q2 2024.
  • Girard Partners bought 272 Estee Lauder shares in Q2 2024, an estimated $35.7K.
  • Estee Lauder made up 0.59% of Girard Partners's portfolio in Q2 2024, its #41 holding.
  • Girard Partners first reported a position in Estee Lauder in Q3 2014 and has held it in 40 quarters since.
  • Girard Partners's Estee Lauder position peaked at $9.04M in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.