IAA
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Independent Advisor Alliance’s Estee Lauder EL Stock Holding History

Independent Advisor Alliance’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
-1,386
Closed -$200K – 686
2023
Q3 		$200K Buy
1,386
+300
+28% +$50K 0.01% 610
2023
Q2 		$213K Buy
1,086
+73
+7% +$15.5K 0.01% 605
2023
Q1 		$250K Buy
+1,013
New +$257K 0.01% 557
2021
Q4 		– Sell
-2,707
Closed -$812K – 688
2021
Q3 		$812K Sell
2,707
-161
-6% -$52.6K 0.05% 291
2021
Q2 		$912K Buy
+2,868
New +$870K 0.05% 295

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

Independent Advisor Alliance's EL Position: Q4 2023 in Review

Independent Advisor Alliance sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 1,386 shares — an estimated $200K sold.

Independent Advisor Alliance first reported a position in EL in Q2 2021 and held it in 5 quarters. The position peaked at $912K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Independent Advisor Alliance reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,386 Estee Lauder shares in Q4 2023, an estimated $200K.
  • Independent Advisor Alliance first reported a position in Estee Lauder in Q2 2021 and held it in 5 quarters.
  • Independent Advisor Alliance's Estee Lauder position peaked at $912K in Q2 2021.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Independent Advisor Alliance's 13F filing for Q4 2023, filed 8 Feb 2024.