KWAG
EL icon

Kiely Wealth Advisory Group’s Estee Lauder EL Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$2.27K Hold
33
– – ﹤0.01% 289
2024
Q3 		$2.07K Hold
33
– – ﹤0.01% 291
2024
Q2 		$3.03K Hold
33
– – ﹤0.01% 265
2024
Q1 		$4.86K Hold
33
– – ﹤0.01% 213
2023
Q4 		$4.38K Buy
+33
New +$4.38K ﹤0.01% 213

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kiely Wealth Advisory Group's EL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Estee Lauder (EL) position steady in Q4 2024 at 33 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Kiely Wealth Advisory Group first reported a position in EL in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.86K in Q1 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Kiely Wealth Advisory Group held 33 shares of Estee Lauder worth $2.27K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Estee Lauder share count unchanged in Q4 2024.
  • Estee Lauder made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #289 holding.
  • Kiely Wealth Advisory Group first reported a position in Estee Lauder in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Estee Lauder position peaked at $4.86K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.