Meadow Creek Wealth Advisors’s Estee Lauder EL Stock Holding History

Meadow Creek Wealth 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 Q2	–	Sell	-1,624	Closed	-$250K	–	125
2024 Q1	$250K	Buy	+1,624	New	+$230K	0.17%	117
2022 Q3	$360K	Sell	1,667 -4	-0.2%	-$1.02K	0.48%	55
2022 Q2	$426K	Sell	1,671 -28	-2%	-$7.1K	0.52%	45
2022 Q1	$463K	Sell	1,699 -178	-9%	-$53.6K	0.5%	51
2021 Q4	$695K	Buy	+1,877	New	+$637K	0.66%	31

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meadow Creek Wealth Advisors's EL Position: Q2 2024 in Review

Meadow Creek Wealth Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,624 shares — an estimated $250K sold.

Meadow Creek Wealth Advisors first reported a position in EL in Q4 2021 and held it in 5 quarters. The position peaked at $695K in Q4 2021. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

Meadow Creek Wealth Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 1,624 Estee Lauder shares in Q2 2024, an estimated $250K.
Meadow Creek Wealth Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 5 quarters.
Meadow Creek Wealth Advisors's Estee Lauder position peaked at $695K in Q4 2021.
988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.