LifePlan Financial’s Estee Lauder EL Stock Holding History

LifePlan 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 Q4	–	Sell	-2,732	Closed	-$272K	–	89
2024 Q3	$272K	Sell	2,732 -99	-3%	-$9.38K	0.23%	85
2024 Q2	$301K	Sell	2,831 -6	-0.2%	-$787	0.28%	79
2024 Q1	$437K	Sell	2,837 -23	-0.8%	-$3.26K	0.4%	73
2023 Q4	$418K	Buy	+2,860	New	+$380K	0.42%	70

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

LifePlan Financial's EL Position: Q4 2024 in Review

LifePlan Financial sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,732 shares — an estimated $272K sold.

LifePlan Financial first reported a position in EL in Q4 2023 and held it in 4 quarters. The position peaked at $437K in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

LifePlan Financial reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
LifePlan Financial sold 2,732 Estee Lauder shares in Q4 2024, an estimated $272K.
LifePlan Financial first reported a position in Estee Lauder in Q4 2023 and held it in 4 quarters.
LifePlan Financial's Estee Lauder position peaked at $437K in Q1 2024.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on LifePlan Financial's 13F filing for Q4 2024, filed 17 Jan 2025.