Global Wealth Management Investment Advisory’s Estee Lauder EL Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-50	Closed	-$7.31K	–	230
2023 Q4	$7.31K	Hold	50	–	–	﹤0.01%	308
2023 Q3	$7.23K	Hold	50	–	–	﹤0.01%	310
2023 Q2	$9.82K	Buy	+50	New	+$10.6K	﹤0.01%	293
2022 Q3	–	Sell	-50	Closed	-$13K	–	243
2022 Q2	$13K	Hold	50	–	–	﹤0.01%	266
2022 Q1	$14K	Hold	50	–	–	﹤0.01%	286
2021 Q4	$19K	Hold	50	–	–	0.01%	262
2021 Q3	$15K	Hold	50	–	–	﹤0.01%	279
2021 Q2	$16K	Hold	50	–	–	0.01%	260
2021 Q1	$15K	Hold	50	–	–	0.01%	269
2020 Q4	$13K	Hold	50	–	–	0.01%	259
2020 Q3	$11K	Hold	50	–	–	﹤0.01%	268
2020 Q2	$9K	Hold	50	–	–	﹤0.01%	358
2020 Q1	$8K	Hold	50	–	–	﹤0.01%	359
2019 Q4	$10K	Hold	50	–	–	﹤0.01%	351
2019 Q3	$10K	Hold	50	–	–	﹤0.01%	323
2019 Q2	$9K	Hold	50	–	–	﹤0.01%	379
2019 Q1	$8K	Hold	50	–	–	﹤0.01%	405
2018 Q4	$7K	Buy	+50	New	+$6.79K	﹤0.01%	436

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Global Wealth Management Investment Advisory's EL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 50 shares — an estimated $7.31K sold.

Global Wealth Management Investment Advisory first reported a position in EL in Q4 2018 and held it in 18 quarters. The position peaked at $19K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 50 Estee Lauder shares in Q1 2024, an estimated $7.31K.
Global Wealth Management Investment Advisory first reported a position in Estee Lauder in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Estee Lauder position peaked at $19K in Q4 2021.
1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.