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MFA Wealth Advisors’s Estee Lauder EL Stock Holding History

MFA 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
Q4 		– Sell
-51
Closed -$5.08K – 164
2024
Q3 		$5.08K Hold
51
– – ﹤0.01% 385
2024
Q2 		$5.43K Buy
+51
New +$6.69K ﹤0.01% 385
2020
Q3 		– Sell
-51
Closed -$9.62K – 86
2020
Q2 		$9.62K Buy
+51
New +$9.11K 0.01% 162

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

MFA Wealth Advisors's EL Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 51 shares — an estimated $5.08K sold.

MFA Wealth Advisors first reported a position in EL in Q2 2020 and held it in 3 quarters. The position peaked at $9.62K in Q2 2020. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 51 Estee Lauder shares in Q4 2024, an estimated $5.08K.
  • MFA Wealth Advisors first reported a position in Estee Lauder in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Estee Lauder position peaked at $9.62K in Q2 2020.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.