HVP
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Hudson Value Partners’s Estee Lauder EL Stock Holding History

Hudson Value Partners’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
-4,215
Closed -$448K – 98
2024
Q2 		$448K Sell
4,215
-705
-14% -$92.5K 0.19% 77
2024
Q1 		$758K Sell
4,920
-250
-5% -$35.5K 0.32% 64
2023
Q4 		$756K Sell
5,170
-1,190
-19% -$158K 0.35% 63
2023
Q3 		$919K Buy
+6,360
New +$1.06M 0.48% 59

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hudson Value Partners's EL Position: Q3 2024 in Review

Hudson Value Partners sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 4,215 shares — an estimated $448K sold.

Hudson Value Partners first reported a position in EL in Q3 2023 and held it in 4 quarters. The position peaked at $919K in Q3 2023. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Hudson Value Partners reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Hudson Value Partners sold 4,215 Estee Lauder shares in Q3 2024, an estimated $448K.
  • Hudson Value Partners first reported a position in Estee Lauder in Q3 2023 and held it in 4 quarters.
  • Hudson Value Partners's Estee Lauder position peaked at $919K in Q3 2023.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Hudson Value Partners's 13F filing for Q3 2024, filed 31 Oct 2024.