Keystone Wealth Services’s Estee Lauder EL Stock Holding History

Keystone Wealth 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 Q2	–	Sell	-1,580	Closed	-$244K	–	232
2024 Q1	$244K	Sell	1,580 -13	-0.8%	-$1.84K	0.08%	193
2023 Q4	$233K	Sell	1,593 -1	-0.1%	-$133	0.08%	193
2023 Q3	$230K	Buy	+1,594	New	+$266K	0.09%	187

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Keystone Wealth Services's EL Position: Q2 2024 in Review

Keystone Wealth Services sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,580 shares — an estimated $244K sold.

Keystone Wealth Services first reported a position in EL in Q3 2023 and held it in 3 quarters. The position peaked at $244K in Q1 2024. 990 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Keystone Wealth Services reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
Keystone Wealth Services sold 1,580 Estee Lauder shares in Q2 2024, an estimated $244K.
Keystone Wealth Services first reported a position in Estee Lauder in Q3 2023 and held it in 3 quarters.
Keystone Wealth Services's Estee Lauder position peaked at $244K in Q1 2024.
990 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Keystone Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.