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	–	594
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's EL Position: Q3 2024 in Review

Gradient Investments sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 37 shares — an estimated $3.94K sold.

Gradient Investments first reported a position in EL in Q4 2017 and held it in 13 quarters. The position peaked at $7.46K in Q2 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Gradient Investments reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 37 Estee Lauder shares in Q3 2024, an estimated $3.94K.
Gradient Investments first reported a position in Estee Lauder in Q4 2017 and held it in 13 quarters.
Gradient Investments's Estee Lauder position peaked at $7.46K in Q2 2023.
916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.