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Kovack Advisors’s Estee Lauder EL Stock Holding History

Kovack Advisors’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
-2,184
Closed -$232K – 602
2024
Q2 		$232K Buy
2,184
+201
+10% +$26.4K 0.03% 485
2024
Q1 		$306K Buy
+1,983
New +$281K 0.04% 347
2022
Q1 		– Sell
-687
Closed -$254K – 755
2021
Q4 		$254K Buy
687
+20
+3% +$6.79K 0.02% 578
2021
Q3 		$200K Buy
+667
New +$218K 0.02% 654
2020
Q2 		– Sell
-1,345
Closed -$214K – 507
2020
Q1 		$214K Buy
+1,345
New +$260K 0.05% 360

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

Kovack Advisors's EL Position: Q3 2024 in Review

Kovack Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 2,184 shares — an estimated $232K sold.

Kovack Advisors first reported a position in EL in Q1 2020 and held it in 5 quarters. The position peaked at $306K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Kovack Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Kovack Advisors sold 2,184 Estee Lauder shares in Q3 2024, an estimated $232K.
  • Kovack Advisors first reported a position in Estee Lauder in Q1 2020 and held it in 5 quarters.
  • Kovack Advisors's Estee Lauder position peaked at $306K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Kovack Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.