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	–	287
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	Sell	21 -6,780	-100%	-$2.21M	﹤0.01%	388
2021 Q2	$21K	Buy	6,801 +6,780	+32,286%	+$2.06M	﹤0.01%	544
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $761B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return