L. Roy Papp & Associates’s Estee Lauder EL Stock Holding History

L. Roy Papp & Associates’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	-1,517	Closed	-$234K	–	175
2024 Q1	$234K	Hold	1,517	–	–	0.03%	163
2023 Q4	$222K	Hold	1,517	–	–	0.03%	165
2023 Q3	$219K	Hold	1,517	–	–	0.03%	160
2023 Q2	$298K	Hold	1,517	–	–	0.04%	144
2023 Q1	$374K	Hold	1,517	–	–	0.05%	135
2022 Q4	$376K	Hold	1,517	–	–	0.05%	133
2022 Q3	$328K	Hold	1,517	–	–	0.05%	141
2022 Q2	$386K	Hold	1,517	–	–	0.06%	131
2022 Q1	$413K	Sell	1,517 -1	-0.1%	-$301	0.05%	136
2021 Q4	$562K	Buy	1,518 +1	+0.1%	+$339	0.06%	126
2021 Q3	$455K	Hold	1,517	–	–	0.06%	130
2021 Q2	$483K	Hold	1,517	–	–	0.06%	130
2021 Q1	$441K	Sell	1,517 -15	-1%	-$4.11K	0.06%	128
2020 Q4	$408K	Hold	1,532	–	–	0.05%	140
2020 Q3	$334K	Hold	1,532	–	–	0.04%	140
2020 Q2	$289K	Hold	1,532	–	–	0.04%	141
2020 Q1	$244K	Hold	1,532	–	–	0.04%	138
2019 Q4	$316K	Hold	1,532	–	–	0.05%	145
2019 Q3	$305K	Hold	1,532	–	–	0.05%	140
2019 Q2	$281K	Buy	1,532 +90	+6%	+$15.4K	0.04%	143
2019 Q1	$239K	Buy	+1,442	New	+$212K	0.04%	142
2018 Q4	–	Sell	-1,400	Closed	-$203K	–	144
2018 Q3	$203K	Buy	+1,400	New	+$194K	0.04%	157
2018 Q2	–	Sell	-1,400	Closed	-$210K	–	159
2018 Q1	$210K	Buy	+1,400	New	+$194K	0.04%	155

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 $3.38T AUM 44.17% 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

L. Roy Papp & Associates's EL Position: Q2 2024 in Review

L. Roy Papp & Associates sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,517 shares — an estimated $234K sold.

L. Roy Papp & Associates first reported a position in EL in Q1 2018 and held it in 23 quarters. The position peaked at $562K in Q4 2021. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

L. Roy Papp & Associates reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
L. Roy Papp & Associates sold 1,517 Estee Lauder shares in Q2 2024, an estimated $234K.
L. Roy Papp & Associates first reported a position in Estee Lauder in Q1 2018 and held it in 23 quarters.
L. Roy Papp & Associates's Estee Lauder position peaked at $562K in Q4 2021.
991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on L. Roy Papp & Associates's 13F filing for Q2 2024, filed 24 Jul 2024.