GG
EL icon

Gleason Group’s Estee Lauder EL Stock Holding History

Gleason 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
-1,500
Closed -$150K – 196
2024
Q3 		$150K Buy
1,500
+12
+0.8% +$1.14K 0.03% 72
2024
Q2 		$158K Buy
1,488
+8
+0.5% +$1.05K 0.03% 74
2024
Q1 		$228K Buy
1,480
+7
+0.5% +$993 0.05% 67
2023
Q4 		$215K Buy
1,473
+6
+0.4% +$796 0.05% 69
2023
Q3 		$212K Buy
1,467
+7
+0.5% +$1.17K 0.06% 69
2023
Q2 		$287K Buy
1,460
+5
+0.3% +$1.06K 0.07% 63
2023
Q1 		$359K Buy
1,455
+4
+0.3% +$1.02K 0.1% 56
2022
Q4 		$360K Buy
1,451
+4
+0.3% +$893 0.11% 57
2022
Q3 		$313K Buy
1,447
+3
+0.2% +$766 0.11% 50
2022
Q2 		$368K Buy
1,444
+4
+0.3% +$1.01K 0.13% 49
2022
Q1 		$392K Buy
1,440
+3
+0.2% +$903 0.12% 50
2021
Q4 		$532K Buy
1,437
+3
+0.2% +$1.02K 0.17% 46
2021
Q3 		$430K Buy
1,434
+2
+0.1% +$653 0.16% 50
2021
Q2 		$456K Buy
1,432
+3
+0.2% +$910 0.17% 47
2021
Q1 		$416K Buy
1,429
+2
+0.1% +$548 0.16% 47
2020
Q4 		$380K Buy
1,427
+3
+0.2% +$722 0.18% 47
2020
Q3 		$311K Buy
1,424
+3
+0.2% +$617 0.18% 50
2020
Q2 		$268K Hold
1,421
– – 0.17% 50
2020
Q1 		$226K Sell
1,421
-71
-5% -$13.7K 0.18% 48
2019
Q4 		$308K Buy
+1,492
New +$290K 0.18% 50

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return