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Hohimer Wealth Management’s Estee Lauder EL Stock Holding History

Hohimer Wealth Management’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
-6,983
Closed -$696K – 248
2024
Q3 		$696K Buy
+6,983
New +$662K 0.15% 128
2021
Q1 		– Sell
-5,585
Closed -$1.49M – 203
2020
Q4 		$1.49M Sell
5,585
-94
-2% -$22.6K 0.39% 86
2020
Q3 		$1.26M Sell
5,679
-8,182
-59% -$1.68M 0.36% 93
2020
Q2 		$2.62M Buy
13,861
+3,919
+39% +$700K 0.9% 30
2020
Q1 		$1.64M Buy
9,942
+404
+4% +$78K 0.69% 52
2019
Q4 		$1.97M Buy
+9,538
New +$1.85M 0.69% 44

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

Hohimer Wealth Management's EL Position: Q4 2024 in Review

Hohimer Wealth Management sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 6,983 shares — an estimated $696K sold.

Hohimer Wealth Management first reported a position in EL in Q4 2019 and held it in 6 quarters. The position peaked at $2.62M in Q2 2020. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Hohimer Wealth Management reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 6,983 Estee Lauder shares in Q4 2024, an estimated $696K.
  • Hohimer Wealth Management first reported a position in Estee Lauder in Q4 2019 and held it in 6 quarters.
  • Hohimer Wealth Management's Estee Lauder position peaked at $2.62M in Q2 2020.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Hohimer Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.