JWM
EL icon

Jupiter Wealth Management’s Estee Lauder EL Stock Holding History

Jupiter Wealth 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
Q3 		– Sell
-1,500
Closed -$149K – 96
2024
Q2 		$149K Sell
1,500
-1,000
-40% -$131K 0.08% 84
2024
Q1 		$324K Buy
+2,500
New +$355K 0.17% 71

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Wealth Management's EL Position: Q3 2024 in Review

Jupiter Wealth Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 1,500 shares — an estimated $149K sold.

Jupiter Wealth Management first reported a position in EL in Q1 2024 and held it in 2 quarters. The position peaked at $324K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Jupiter Wealth Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 1,500 Estee Lauder shares in Q3 2024, an estimated $149K.
  • Jupiter Wealth Management first reported a position in Estee Lauder in Q1 2024 and held it in 2 quarters.
  • Jupiter Wealth Management's Estee Lauder position peaked at $324K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Jupiter Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.