IBEX Wealth Advisors’s Estee Lauder EL Stock Holding History

IBEX Wealth Advisors’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	-15	Closed	-$1.55K	–	132
2024 Q2	$1.55K	Buy	+15	New	+$1.97K	﹤0.01%	273
2022 Q1	–	Sell	-574	Closed	-$212K	–	185
2021 Q4	$212K	Hold	574	–	–	0.04%	174
2021 Q3	$172K	Buy	+574	New	+$188K	0.03%	188
2019 Q3	–	Sell	-889	Closed	-$162K	–	155
2019 Q2	$162K	Buy	+889	New	+$152K	0.05%	143
2019 Q1	–	Sell	-13,834	Closed	-$1.8M	–	101
2018 Q4	$1.8M	Buy	13,834 +24	+0.2%	+$3.26K	0.82%	42
2018 Q3	$2.01M	Buy	13,810 +522	+4%	+$72.5K	0.72%	60
2018 Q2	$1.96M	Hold	13,288	–	–	0.79%	57
2018 Q1	$1.96M	Buy	13,288 +2,291	+21%	+$317K	0.8%	56
2017 Q4	$1.44M	Buy	+10,997	New	+$1.32M	0.64%	53
2017 Q1	–	Sell	-193	Closed	-$15K	–	158
2016 Q4	$15K	Buy	+193	New	+$15.7K	0.01%	249

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IBEX Wealth Advisors's EL Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 15 shares — an estimated $1.55K sold.

IBEX Wealth Advisors first reported a position in EL in Q4 2016 and held it in 10 quarters. The position peaked at $2.01M in Q3 2018. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

IBEX Wealth Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 15 Estee Lauder shares in Q3 2024, an estimated $1.55K.
IBEX Wealth Advisors first reported a position in Estee Lauder in Q4 2016 and held it in 10 quarters.
IBEX Wealth Advisors's Estee Lauder position peaked at $2.01M in Q3 2018.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.