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Lake Street Advisors Group’s Estee Lauder EL Stock Holding History

Lake Street Advisors 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
Q2 		– Sell
-1,552
Closed -$239K – 636
2024
Q1 		$239K Buy
+1,552
New +$220K 0.01% 513
2021
Q3 		– Sell
-1,002
Closed -$327K – 291
2021
Q2 		$327K Buy
1,002
+10
+1% +$3.03K 0.02% 230
2021
Q1 		$289K Buy
992
+76
+8% +$20.8K 0.02% 245
2020
Q4 		$244K Sell
916
-102
-10% -$24.5K 0.02% 260
2020
Q3 		$222K Sell
1,018
-118
-10% -$24.3K 0.02% 247
2020
Q2 		$214K Buy
+1,136
New +$203K 0.02% 245
2018
Q1 		– Sell
-2,288
Closed -$291K – 327
2017
Q4 		$291K Buy
+2,288
New +$275K 0.03% 222

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Lake Street Advisors Group's EL Position: Q2 2024 in Review

Lake Street Advisors Group sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,552 shares — an estimated $239K sold.

Lake Street Advisors Group first reported a position in EL in Q4 2017 and held it in 7 quarters. The position peaked at $327K in Q2 2021. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Lake Street Advisors Group reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,552 Estee Lauder shares in Q2 2024, an estimated $239K.
  • Lake Street Advisors Group first reported a position in Estee Lauder in Q4 2017 and held it in 7 quarters.
  • Lake Street Advisors Group's Estee Lauder position peaked at $327K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.