Matthew Hamilton Rosenberg’s Estee Lauder EL Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	–	Sell	-36	Closed	-$3.79K	–	840
2024 Q2	$3.79K	Hold	36	–	–	﹤0.01%	678
2024 Q1	$5.47K	Hold	36	–	–	﹤0.01%	685
2023 Q4	$5.26K	Buy	+36	New	+$4.78K	﹤0.01%	698
2023 Q3	–	Sell	-4	Closed	-$786	–	946
2023 Q2	$786	Hold	4	–	–	﹤0.01%	808
2023 Q1	$986	Hold	4	–	–	﹤0.01%	832
2022 Q4	$992	Hold	4	–	–	﹤0.01%	817
2022 Q3	$1K	Buy	+4	New	+$1.02K	﹤0.01%	806

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Matthew Hamilton Rosenberg's EL Position: Q3 2024 in Review

Matthew Hamilton Rosenberg sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 36 shares — an estimated $3.79K sold.

Matthew Hamilton Rosenberg first reported a position in EL in Q3 2022 and held it in 7 quarters. The position peaked at $5.47K in Q1 2024. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Matthew Hamilton Rosenberg reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 36 Estee Lauder shares in Q3 2024, an estimated $3.79K.
Matthew Hamilton Rosenberg first reported a position in Estee Lauder in Q3 2022 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Estee Lauder position peaked at $5.47K in Q1 2024.
916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2024, filed 28 Oct 2024.