McIlrath & Eck’s Estee Lauder EL Stock Holding History

McIlrath & Eck’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	-50	Closed	-$7.23K	–	932
2023 Q3	$7.23K	Hold	50	–	–	﹤0.01%	593
2023 Q2	$9.82K	Sell	50 -2	-4%	-$424	﹤0.01%	567
2023 Q1	$12.8K	Buy	52 +2	+4%	+$508	﹤0.01%	501
2022 Q4	$12.4K	Hold	50	–	–	﹤0.01%	494
2022 Q3	$11K	Hold	50	–	–	﹤0.01%	509
2022 Q2	$13K	Sell	50 -52	-51%	-$13.2K	﹤0.01%	459
2022 Q1	$28K	Hold	102	–	–	0.01%	333
2021 Q4	$38K	Hold	102	–	–	0.01%	281
2021 Q3	$31K	Hold	102	–	–	0.01%	307
2021 Q2	$32K	Hold	102	–	–	0.01%	303
2021 Q1	$30K	Sell	102 -130	-56%	-$35.6K	0.01%	270
2020 Q4	$62K	Hold	232	–	–	0.02%	151
2020 Q3	$51K	Hold	232	–	–	0.02%	145
2020 Q2	$44K	Buy	232 +130	+127%	+$23.2K	0.02%	141
2020 Q1	$16K	Buy	102 +51	+100%	+$9.84K	0.01%	229
2019 Q4	$11K	Hold	51	–	–	0.01%	348
2019 Q3	$10K	Hold	51	–	–	0.01%	341
2019 Q2	$8K	Hold	51	–	–	﹤0.01%	374
2019 Q1	$8K	Hold	51	–	–	﹤0.01%	374
2018 Q4	$7K	Hold	51	–	–	﹤0.01%	316
2018 Q3	$7K	Hold	51	–	–	﹤0.01%	339
2018 Q2	$7K	Hold	51	–	–	﹤0.01%	321
2018 Q1	$8K	Buy	+51	New	+$7.06K	﹤0.01%	287

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

McIlrath & Eck's EL Position: Q4 2023 in Review

McIlrath & Eck sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 50 shares — an estimated $7.23K sold.

McIlrath & Eck first reported a position in EL in Q1 2018 and held it in 23 quarters. The position peaked at $62K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

McIlrath & Eck reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
McIlrath & Eck sold 50 Estee Lauder shares in Q4 2023, an estimated $7.23K.
McIlrath & Eck first reported a position in Estee Lauder in Q1 2018 and held it in 23 quarters.
McIlrath & Eck's Estee Lauder position peaked at $62K in Q4 2020.
1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.