Globeflex Capital’s Estee Lauder EL Stock Holding History

Globeflex Capital’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	-13	Closed	-$1.3K	–	449
2024 Q3	$1.3K	Hold	13	–	–	﹤0.01%	454
2024 Q2	$1.38K	Hold	13	–	–	﹤0.01%	456
2024 Q1	$2K	Hold	13	–	–	﹤0.01%	460
2023 Q4	$1.9K	Hold	13	–	–	﹤0.01%	455
2023 Q3	$1.88K	Hold	13	–	–	﹤0.01%	449
2023 Q2	$2.55K	Hold	13	–	–	﹤0.01%	448
2023 Q1	$3.2K	Hold	13	–	–	﹤0.01%	449
2022 Q4	$3.23K	Hold	13	–	–	﹤0.01%	453
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	455
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	443
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	438
2021 Q4	$5K	Buy	+13	New	+$4.41K	﹤0.01%	428

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

Globeflex Capital's EL Position: Q4 2024 in Review

Globeflex Capital sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 13 shares — an estimated $1.3K sold.

Globeflex Capital first reported a position in EL in Q4 2021 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Globeflex Capital reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
Globeflex Capital sold 13 Estee Lauder shares in Q4 2024, an estimated $1.3K.
Globeflex Capital first reported a position in Estee Lauder in Q4 2021 and held it in 12 quarters.
Globeflex Capital's Estee Lauder position peaked at $5K in Q4 2021.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

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