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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM