JAG
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Journey Advisory Group’s Estee Lauder EL Stock Holding History

Journey Advisory Group’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
-1,300
Closed -$200K – 228
2024
Q1 		$200K Buy
+1,300
New +$184K 0.02% 234
2023
Q3 		– Sell
-1,300
Closed -$255K – 219
2023
Q2 		$255K Hold
1,300
– – 0.04% 201
2023
Q1 		$320K Sell
1,300
-50
-4% -$12.7K 0.05% 179
2022
Q4 		$335K Sell
1,350
-294
-18% -$65.7K 0.08% 163
2022
Q3 		$355K Buy
1,644
+300
+22% +$76.6K 0.09% 169
2022
Q2 		$368K Buy
1,344
+44
+3% +$11.2K 0.08% 182
2022
Q1 		$354K Hold
1,300
– – 0.09% 170
2021
Q4 		$481K Buy
+1,300
New +$441K 0.13% 137

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Journey Advisory Group's EL Position: Q2 2024 in Review

Journey Advisory Group sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,300 shares — an estimated $200K sold.

Journey Advisory Group first reported a position in EL in Q4 2021 and held it in 8 quarters. The position peaked at $481K in Q4 2021. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Journey Advisory Group reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Journey Advisory Group sold 1,300 Estee Lauder shares in Q2 2024, an estimated $200K.
  • Journey Advisory Group first reported a position in Estee Lauder in Q4 2021 and held it in 8 quarters.
  • Journey Advisory Group's Estee Lauder position peaked at $481K in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Journey Advisory Group's 13F filing for Q2 2024, filed 2 Aug 2024.