JEST
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JTC Employer Solutions Trustee’s Estee Lauder EL Stock Holding History

JTC Employer Solutions Trustee’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
-649
Closed -$172K – 352
2023
Q3 		$172K Hold
649
– – 0.02% 140
2023
Q2 		$172K Hold
649
– – 0.02% 142
2023
Q1 		$172K Hold
649
– – 0.02% 146
2022
Q4 		$172K Hold
649
– – 0.01% 144
2022
Q3 		$172K Buy
+649
New +$166K 0.03% 126

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

JTC Employer Solutions Trustee's EL Position: Q4 2023 in Review

JTC Employer Solutions Trustee sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 649 shares — an estimated $172K sold.

JTC Employer Solutions Trustee first reported a position in EL in Q3 2022 and held it in 5 quarters. The position peaked at $172K in Q3 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • JTC Employer Solutions Trustee reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 649 Estee Lauder shares in Q4 2023, an estimated $172K.
  • JTC Employer Solutions Trustee first reported a position in Estee Lauder in Q3 2022 and held it in 5 quarters.
  • JTC Employer Solutions Trustee's Estee Lauder position peaked at $172K in Q3 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2023, filed 16 Jan 2024.