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Glenview Trust’s Estee Lauder EL Stock Holding History

Glenview Trust’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
-3,760
Closed -$375K – 489
2024
Q3 		$375K Buy
3,760
+11
+0.3% +$1.04K 0.01% 387
2024
Q2 		$399K Sell
3,749
-185
-5% -$24.3K 0.01% 380
2024
Q1 		$606K Sell
3,934
-486
-11% -$68.9K 0.01% 316
2023
Q4 		$646K Buy
4,420
+2,530
+134% +$336K 0.02% 300
2023
Q3 		$273K Sell
1,890
-638
-25% -$106K 0.01% 394
2023
Q2 		$496K Buy
2,528
+4
+0.2% +$849 0.01% 323
2023
Q1 		$622K Sell
2,524
-7
-0.3% -$1.78K 0.02% 283
2022
Q4 		$628K Buy
2,531
+633
+33% +$141K 0.02% 273
2022
Q3 		$410K Buy
1,898
+6
+0.3% +$1.53K 0.02% 304
2022
Q2 		$482K Sell
1,892
-67
-3% -$17K 0.02% 288
2022
Q1 		$533K Buy
1,959
+236
+14% +$71K 0.02% 291
2021
Q4 		$638K Buy
+1,723
New +$585K 0.02% 254
2020
Q2 		– Sell
-2,566
Closed -$409K – 329
2020
Q1 		$409K Sell
2,566
-11
-0.4% -$2.12K 0.03% 228
2019
Q4 		$532K Hold
2,577
– – 0.03% 229
2019
Q3 		$513K Buy
2,577
+400
+18% +$76.5K 0.03% 233
2019
Q2 		$399K Sell
2,177
-13
-0.6% -$2.22K 0.02% 254
2019
Q1 		$363K Sell
2,190
-105
-5% -$15.4K 0.02% 264
2018
Q4 		$298K Sell
2,295
-547
-19% -$74.3K 0.02% 277
2018
Q3 		$413K Buy
2,842
+77
+3% +$10.7K 0.03% 254
2018
Q2 		$395K Sell
2,765
-129
-4% -$19.1K 0.03% 232
2018
Q1 		$433K Buy
2,894
+91
+3% +$12.6K 0.03% 246
2017
Q4 		$357K Buy
2,803
+59
+2% +$7.09K 0.02% 269
2017
Q3 		$295K Hold
2,744
– – 0.02% 283
2017
Q2 		$263K Buy
2,744
+41
+2% +$3.76K 0.02% 285
2017
Q1 		$229K Hold
2,703
– – 0.02% 296
2016
Q4 		$207K Buy
+2,703
New +$220K 0.02% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Glenview Trust's EL Position: Q4 2024 in Review

Glenview Trust sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3,760 shares — an estimated $375K sold.

Glenview Trust first reported a position in EL in Q4 2016 and held it in 26 quarters. The position peaked at $646K in Q4 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Glenview Trust reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Glenview Trust sold 3,760 Estee Lauder shares in Q4 2024, an estimated $375K.
  • Glenview Trust first reported a position in Estee Lauder in Q4 2016 and held it in 26 quarters.
  • Glenview Trust's Estee Lauder position peaked at $646K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Glenview Trust's 13F filing for Q4 2024, filed 10 Feb 2025.