MWS
EL icon

Maxwell Wealth Strategies’s Estee Lauder EL Stock Holding History

Maxwell Wealth Strategies’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 		$250K Sell
3,336
-1,670
-33% -$132K 0.1% 104
2024
Q3 		$330K Buy
5,006
+1,210
+32% +$115K 0.14% 92
2024
Q2 		$404K Buy
3,796
+59
+2% +$7.74K 0.2% 82
2024
Q1 		$454K Buy
+3,737
New +$530K 0.23% 81

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Maxwell Wealth Strategies's EL Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Estee Lauder (EL) stake by 33% in Q4 2024, selling an estimated $132K and leaving 3,336 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #104.

Maxwell Wealth Strategies first reported a position in EL in Q1 2024 and has held it in 4 quarters since. The position peaked at $454K in Q1 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Maxwell Wealth Strategies held 3,336 shares of Estee Lauder worth $250K as of Q4 2024.
  • Maxwell Wealth Strategies sold 1,670 Estee Lauder shares in Q4 2024, an estimated $132K.
  • Estee Lauder made up 0.1% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #104 holding.
  • Maxwell Wealth Strategies first reported a position in Estee Lauder in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's Estee Lauder position peaked at $454K in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.