Laurel Wealth Advisors (North Carolina)’s Estee Lauder EL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-38	Closed	-$3.79K	–	743
2024 Q3	$3.79K	Sell	38 -38	-50%	-$3.6K	﹤0.01%	544
2024 Q2	$8.09K	Hold	76	–	–	﹤0.01%	443
2024 Q1	$11.7K	Hold	76	–	–	﹤0.01%	424
2023 Q4	$11.1K	Hold	76	–	–	﹤0.01%	396
2023 Q3	$11K	Hold	76	–	–	﹤0.01%	398
2023 Q2	$14.9K	Hold	76	–	–	﹤0.01%	381
2023 Q1	$18.7K	Hold	76	–	–	﹤0.01%	365
2022 Q4	$18.9K	Hold	76	–	–	﹤0.01%	338
2022 Q3	$16K	Hold	76	–	–	﹤0.01%	350
2022 Q2	$19K	Hold	76	–	–	﹤0.01%	338
2022 Q1	$21K	Hold	76	–	–	﹤0.01%	340
2021 Q4	$28K	Hold	76	–	–	0.01%	313
2021 Q3	$23K	Hold	76	–	–	0.01%	330
2021 Q2	$24K	Hold	76	–	–	0.01%	358
2021 Q1	$22K	Hold	76	–	–	0.01%	343
2020 Q4	$20K	Hold	76	–	–	0.01%	344
2020 Q3	$17K	Hold	76	–	–	0.01%	328
2020 Q2	$14K	Sell	76 -38	-33%	-$6.79K	﹤0.01%	339
2020 Q1	$18K	Buy	114 +38	+50%	+$7.33K	0.01%	300
2019 Q4	$16K	Hold	76	–	–	0.01%	340
2019 Q3	$15K	Buy	76 +37	+95%	+$7.08K	0.01%	339
2019 Q2	$7K	Sell	39 -37	-49%	-$6.32K	﹤0.01%	403
2019 Q1	$13K	Hold	76	–	–	﹤0.01%	339
2018 Q4	$10K	Buy	+76	New	+$10.3K	﹤0.01%	347

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EL Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 38 shares — an estimated $3.79K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EL in Q4 2018 and held it in 24 quarters. The position peaked at $28K in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 38 Estee Lauder shares in Q4 2024, an estimated $3.79K.
Laurel Wealth Advisors (North Carolina) first reported a position in Estee Lauder in Q4 2018 and held it in 24 quarters.
Laurel Wealth Advisors (North Carolina)'s Estee Lauder position peaked at $28K in Q4 2021.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.