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Great Lakes Retirement’s Estee Lauder EL Stock Holding History

Great Lakes Retirement’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
-9
Closed -$958 – 327
2024
Q2 		$958 Buy
+9
New +$1.18K ﹤0.01% 626
2023
Q2 		– Sell
-5,059
Closed -$1.25M – 225
2023
Q1 		$1.25M Buy
5,059
+1,534
+44% +$390K 0.23% 88
2022
Q4 		$875K Buy
+3,525
New +$787K 0.22% 77
2020
Q1 		$405K Sell
2,533
-568
-18% -$110K 0.19% 87
2019
Q4 		$643K Buy
+3,101
New +$602K 0.2% 100

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Great Lakes Retirement's EL Position: Q3 2024 in Review

Great Lakes Retirement sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 9 shares — an estimated $958 sold.

Great Lakes Retirement first reported a position in EL in Q4 2019 and held it in 5 quarters. The position peaked at $1.25M in Q1 2023. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Great Lakes Retirement reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 9 Estee Lauder shares in Q3 2024, an estimated $958.
  • Great Lakes Retirement first reported a position in Estee Lauder in Q4 2019 and held it in 5 quarters.
  • Great Lakes Retirement's Estee Lauder position peaked at $1.25M in Q1 2023.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.