Intrua Financial’s Estee Lauder EL Stock Holding History

Intrua Financial’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 Q1	–	Sell	-2,839	Closed	-$415K	–	426
2023 Q4	$415K	Buy	+2,839	New	+$377K	0.06%	254

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intrua Financial's EL Position: Q1 2024 in Review

Intrua Financial sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 2,839 shares — an estimated $415K sold.

Intrua Financial first reported a position in EL in Q4 2023 and held it in 1 quarter. The position peaked at $415K in Q4 2023. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Intrua Financial reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Intrua Financial sold 2,839 Estee Lauder shares in Q1 2024, an estimated $415K.
Intrua Financial first reported a position in Estee Lauder in Q4 2023 and held it in 1 quarter.
Intrua Financial's Estee Lauder position peaked at $415K in Q4 2023.
1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Intrua Financial's 13F filing for Q1 2024, filed 28 May 2025.