Householder Group Estate & Retirement Specialist’s Estee Lauder EL Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	6 -25	-81%	-$1.97K	﹤0.01%	726
2024 Q3	$3K	Hold	31	–	–	﹤0.01%	984
2024 Q2	$3K	Buy	31 +4	+15%	+$525	﹤0.01%	1003
2024 Q1	$4.16K	Hold	27	–	–	﹤0.01%	958
2023 Q4	$3K	Sell	27 -77	-74%	-$10.2K	﹤0.01%	944
2023 Q3	$15K	Buy	+104	New	+$17.3K	0.01%	698
2023 Q1	$14K	Buy	+55	New	+$14K	0.01%	712
2022 Q4	–	Sell	-53	Closed	-$11K	–	522
2022 Q3	$11K	Buy	+53	New	+$13.5K	﹤0.01%	700

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Estee Lauder (EL) stake by 81% in Q4 2024, selling an estimated $1.97K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Householder Group Estate & Retirement Specialist first reported a position in EL in Q3 2022 and has held it in 8 quarters since. The position peaked at $15K in Q3 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6 shares of Estee Lauder worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 25 Estee Lauder shares in Q4 2024, an estimated $1.97K.
Estee Lauder made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #726 holding.
Householder Group Estate & Retirement Specialist first reported a position in Estee Lauder in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Estee Lauder position peaked at $15K in Q3 2023.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.