Kelly Financial Services’s Estee Lauder EL Stock Holding History

Kelly Financial Services’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	-17	Closed	-$1.76K	–	285
2024 Q2	$1.76K	Sell	17 -5	-23%	-$656	﹤0.01%	596
2024 Q1	$3.4K	Hold	22	–	–	﹤0.01%	543
2023 Q4	$3.22K	Hold	22	–	–	﹤0.01%	527
2023 Q3	$3.17K	Hold	22	–	–	﹤0.01%	501
2023 Q2	$4.28K	Hold	22	–	–	﹤0.01%	465
2023 Q1	$5.35K	Hold	22	–	–	﹤0.01%	417
2022 Q4	$5.38K	Hold	22	–	–	﹤0.01%	394
2022 Q3	$4.67K	Hold	22	–	–	﹤0.01%	404
2022 Q2	$5.49K	Buy	22 +1	+5%	+$254	﹤0.01%	391
2022 Q1	$5.86K	Hold	21	–	–	﹤0.01%	407
2021 Q4	$7.94K	Hold	21	–	–	﹤0.01%	374
2021 Q3	$6.42K	Hold	21	–	–	﹤0.01%	388
2021 Q2	$6.8K	Hold	21	–	–	﹤0.01%	391
2021 Q1	$6.21K	Hold	21	–	–	﹤0.01%	371
2020 Q4	$5.67K	Hold	21	–	–	﹤0.01%	353
2020 Q3	$4.64K	Hold	21	–	–	﹤0.01%	345
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	364
2020 Q1	$3.38K	Hold	21	–	–	﹤0.01%	338
2019 Q4	$4.37K	Hold	21	–	–	﹤0.01%	319
2019 Q3	$4.2K	Hold	21	–	–	﹤0.01%	309
2019 Q2	$3.85K	Buy	+21	New	+$3.59K	﹤0.01%	312

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kelly Financial Services's EL Position: Q3 2024 in Review

Kelly Financial Services sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 17 shares — an estimated $1.76K sold.

Kelly Financial Services first reported a position in EL in Q2 2019 and held it in 21 quarters. The position peaked at $7.94K in Q4 2021. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Kelly Financial Services reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 17 Estee Lauder shares in Q3 2024, an estimated $1.76K.
Kelly Financial Services first reported a position in Estee Lauder in Q2 2019 and held it in 21 quarters.
Kelly Financial Services's Estee Lauder position peaked at $7.94K in Q4 2021.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.