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Hershey Financial Advisers’s Estee Lauder EL Stock Holding History

Hershey Financial Advisers’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 		$1.54M Buy
+20,504
New +$1.62M 1.35% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Hershey Financial Advisers's EL Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in Estee Lauder (EL) in Q4 2024: 20,504 shares worth $1.54M. The stake represents 1.35% of the portfolio and ranks #32 among its holdings.

840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Hershey Financial Advisers held 20,504 shares of Estee Lauder worth $1.54M as of Q4 2024.
  • Estee Lauder was a new Hershey Financial Advisers position in Q4 2024.
  • Estee Lauder made up 1.35% of Hershey Financial Advisers's portfolio in Q4 2024, its #32 holding.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.