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Mascoma Wealth Management’s Estee Lauder EL Stock Holding History

Mascoma Wealth Management’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
2023
Q4 		– Sell
-20
Closed -$2.89K – 481
2023
Q3 		$2.89K Buy
+20
New +$3.33K ﹤0.01% 446
2022
Q4 		– Sell
-22
Closed -$5K – 635
2022
Q3 		$5K Sell
22
-14
-39% -$3.57K ﹤0.01% 474
2022
Q2 		$9K Sell
36
-112
-76% -$28.4K ﹤0.01% 430
2022
Q1 		$40K Buy
148
+63
+74% +$19K 0.01% 294
2021
Q4 		$31K Buy
85
+84
+8,400% +$28.5K 0.01% 274
2021
Q3 		$0 Buy
+1
New +$327 ﹤0.01% 454
2021
Q2 		– Sell
-1
Closed – – 208
2021
Q1 		$0 Buy
+1
New +$274 ﹤0.01% 448

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 $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Mascoma Wealth Management's EL Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 20 shares — an estimated $2.89K sold.

Mascoma Wealth Management first reported a position in EL in Q1 2021 and held it in 7 quarters. The position peaked at $40K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Mascoma Wealth Management reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 20 Estee Lauder shares in Q4 2023, an estimated $2.89K.
  • Mascoma Wealth Management first reported a position in Estee Lauder in Q1 2021 and held it in 7 quarters.
  • Mascoma Wealth Management's Estee Lauder position peaked at $40K in Q1 2022.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.