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Institutional & Family Asset Management’s Estee Lauder EL Stock Holding History

Institutional & Family Asset 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 		$23K Sell
216
-14
-6% -$1.84K ﹤0.01% 326
2024
Q1 		$35.5K Sell
230
-3
-1% -$426 0.01% 274
2023
Q4 		$34.1K Buy
233
+87
+60% +$11.5K 0.01% 269
2023
Q3 		$21.1K Sell
146
-14,243
-99% -$2.37M ﹤0.01% 298
2023
Q2 		$2.83M Buy
14,389
+863
+6% +$183K 0.46% 66
2023
Q1 		$3.33M Buy
13,526
+4,001
+42% +$1.02M 0.55% 64
2022
Q4 		$2.36M Sell
9,525
-4,622
-33% -$1.03M 0.39% 65
2022
Q3 		$3.05M Buy
14,147
+4,188
+42% +$1.07M 0.54% 63
2022
Q2 		$2.54M Buy
9,959
+628
+7% +$159K 0.44% 68
2022
Q1 		$2.54M Buy
9,331
+263
+3% +$79.1K 0.4% 67
2021
Q4 		$3.36M Sell
9,068
-706
-7% -$240K 0.52% 64
2021
Q3 		$2.93M Sell
9,774
-444
-4% -$145K 0.47% 68
2021
Q2 		$3.25M Buy
10,218
+9,986
+4,304% +$3.03M 0.54% 65
2021
Q1 		$67K Buy
232
+122
+111% +$33.4K 0.01% 313
2020
Q4 		$29K Buy
110
+20
+22% +$4.81K 0.01% 395
2020
Q3 		$20K Sell
90
-1,025
-92% -$211K ﹤0.01% 399
2020
Q2 		$210K Sell
1,115
-242
-18% -$43.2K 0.04% 170
2020
Q1 		$216K Buy
1,357
+66
+5% +$12.7K 0.05% 140
2019
Q4 		$267K Sell
1,291
-44
-3% -$8.55K 0.06% 147
2019
Q3 		$266K Sell
1,335
-130
-9% -$24.9K 0.06% 141
2019
Q2 		$268K Buy
1,465
+350
+31% +$59.8K 0.06% 148
2019
Q1 		$185K Buy
1,115
+50
+5% +$7.34K 0.04% 180
2018
Q4 		$139K Hold
1,065
– – 0.03% 192
2018
Q3 		$155K Hold
1,065
– – 0.03% 215
2018
Q2 		$152K Buy
1,065
+40
+4% +$5.92K 0.03% 214
2018
Q1 		$153K Buy
+1,025
New +$142K 0.03% 192

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
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

Institutional & Family Asset Management's EL Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Estee Lauder (EL) stake by 6.1% in Q2 2024, selling an estimated $1.84K and leaving 216 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Institutional & Family Asset Management first reported a position in EL in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.36M in Q4 2021. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Institutional & Family Asset Management held 216 shares of Estee Lauder worth $23K as of Q2 2024.
  • Institutional & Family Asset Management sold 14 Estee Lauder shares in Q2 2024, an estimated $1.84K.
  • Estee Lauder made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #326 holding.
  • Institutional & Family Asset Management first reported a position in Estee Lauder in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Estee Lauder position peaked at $3.36M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.