IPW
EL icon

Impact Partnership Wealth’s Estee Lauder EL Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-61
Closed -$8.82K – 907
2023
Q3 		$8.82K Buy
61
+4
+7% +$667 ﹤0.01% 614
2023
Q2 		$11.2K Buy
+57
New +$12.1K ﹤0.01% 411

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 $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impact Partnership Wealth's EL Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 61 shares — an estimated $8.82K sold.

Impact Partnership Wealth first reported a position in EL in Q2 2023 and held it in 2 quarters. The position peaked at $11.2K in Q2 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 61 Estee Lauder shares in Q4 2023, an estimated $8.82K.
  • Impact Partnership Wealth first reported a position in Estee Lauder in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Estee Lauder position peaked at $11.2K in Q2 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.