LF
EL icon

Lee Financial’s Estee Lauder EL Stock Holding History

Lee Financial’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
Q1 		– Sell
-121
Closed -$17.7K – 363
2023
Q4 		$17.7K Sell
121
-33
-21% -$4.38K ﹤0.01% 337
2023
Q3 		$22.3K Buy
154
+100
+185% +$16.7K ﹤0.01% 290
2023
Q2 		$10.6K Buy
54
+24
+80% +$5.09K ﹤0.01% 398
2023
Q1 		$7.39K Sell
30
-4
-12% -$1.02K ﹤0.01% 467
2022
Q4 		$8.44K Buy
34
+9
+36% +$2.01K ﹤0.01% 486
2022
Q3 		$5K Hold
25
– – ﹤0.01% 534
2022
Q2 		$6K Buy
25
+19
+317% +$4.82K ﹤0.01% 525
2022
Q1 		$2K Buy
+6
New +$1.8K ﹤0.01% 638
2021
Q4 		– Sell
-12
Closed -$4K – 917
2021
Q3 		$4K Buy
+12
New +$3.92K ﹤0.01% 510
2018
Q3 		– Sell
-39
Closed -$6K – 534
2018
Q2 		$6K Sell
39
-3
-7% -$444 ﹤0.01% 589
2018
Q1 		$6K Buy
+42
New +$5.82K ﹤0.01% 590

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial's EL Position: Q1 2024 in Review

Lee Financial sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 121 shares — an estimated $17.7K sold.

Lee Financial first reported a position in EL in Q1 2018 and held it in 11 quarters. The position peaked at $22.3K in Q3 2023. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Lee Financial reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 121 Estee Lauder shares in Q1 2024, an estimated $17.7K.
  • Lee Financial first reported a position in Estee Lauder in Q1 2018 and held it in 11 quarters.
  • Lee Financial's Estee Lauder position peaked at $22.3K in Q3 2023.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.