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ICA Group Wealth Management’s Estee Lauder EL Stock Holding History

ICA Group 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
Q2 		– Sell
-279
Closed -$43.1K – 916
2024
Q1 		$43.1K Hold
279
– – 0.01% 589
2023
Q4 		$40.8K Buy
+279
New +$37K 0.01% 561
2023
Q3 		– Sell
-341
Closed -$66.9K – 482
2023
Q2 		$66.9K Sell
341
-134
-28% -$28.4K 0.02% 425
2023
Q1 		$117K Hold
475
– – 0.03% 316
2022
Q4 		$121K Buy
+475
New +$106K 0.03% 323

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ICA Group Wealth Management's EL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 279 shares — an estimated $43.1K sold.

ICA Group Wealth Management first reported a position in EL in Q4 2022 and held it in 5 quarters. The position peaked at $121K in Q4 2022. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 279 Estee Lauder shares in Q2 2024, an estimated $43.1K.
  • ICA Group Wealth Management first reported a position in Estee Lauder in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Estee Lauder position peaked at $121K in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.