LA
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LM Advisors’s Estee Lauder EL Stock Holding History

LM Advisors’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
-3,760
Closed -$375K – 191
2024
Q3 		$375K Buy
3,760
+591
+19% +$56K 0.08% 133
2024
Q2 		$337K Sell
3,169
-5,200
-62% -$682K 0.06% 149
2024
Q1 		$1.29M Sell
8,369
-3,500
-29% -$497K 0.2% 84
2023
Q4 		$1.74M Buy
+11,869
New +$1.58M 0.35% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LM Advisors's EL Position: Q4 2024 in Review

LM Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3,760 shares — an estimated $375K sold.

LM Advisors first reported a position in EL in Q4 2023 and held it in 4 quarters. The position peaked at $1.74M in Q4 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • LM Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • LM Advisors sold 3,760 Estee Lauder shares in Q4 2024, an estimated $375K.
  • LM Advisors first reported a position in Estee Lauder in Q4 2023 and held it in 4 quarters.
  • LM Advisors's Estee Lauder position peaked at $1.74M in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on LM Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.