Gradient Investments’s Estee Lauder EL Stock Holding History

Gradient Investments’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 Q3	–	Sell	-37	Closed	-$3.94K	–	596
2024 Q2	$3.94K	Hold	37	–	–	﹤0.01%	891
2024 Q1	$5.7K	Sell	37 -11	-23%	-$1.56K	﹤0.01%	706
2023 Q4	$7.02K	Sell	48 -1	-2%	-$133	﹤0.01%	904
2023 Q3	$7.08K	Buy	49 +11	+29%	+$1.83K	﹤0.01%	877
2023 Q2	$7.46K	Buy	38 +31	+443%	+$6.58K	﹤0.01%	868
2023 Q1	$1.73K	Sell	7 -2	-22%	-$508	﹤0.01%	1129
2022 Q4	$2.23K	Sell	9 -2	-18%	-$447	﹤0.01%	1067
2022 Q3	$2K	Sell	11 -8	-42%	-$2.04K	﹤0.01%	1134
2022 Q2	$5K	Buy	+19	New	+$4.82K	﹤0.01%	887
2020 Q1	–	Sell	-4	Closed	-$1K	–	1126
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	1005
2019 Q3	$1K	Buy	+4	New	+$765	﹤0.01%	991
2018 Q2	–	Sell	-5	Closed	-$1K	–	1025
2018 Q1	$1K	Sell	5 -13	-72%	-$1.8K	﹤0.01%	897
2017 Q4	$2K	Buy	+18	New	+$2.16K	﹤0.01%	809

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return