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Mill Creek Capital Advisors’s Estee Lauder EL Stock Holding History

Mill Creek Capital 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
-2,250
Closed -$224K – 263
2024
Q3 		$224K Sell
2,250
-705
-24% -$66.8K 0.01% 228
2024
Q2 		$314K Hold
2,955
– – 0.01% 203
2024
Q1 		$456K Hold
2,955
– – 0.01% 162
2023
Q4 		$432K Sell
2,955
-41
-1% -$5.44K 0.01% 162
2023
Q3 		$433K Sell
2,996
-172
-5% -$28.7K 0.01% 148
2023
Q2 		$622K Sell
3,168
-650
-17% -$138K 0.02% 135
2023
Q1 		$941K Buy
3,818
+732
+24% +$186K 0.03% 105
2022
Q4 		$766K Buy
+3,086
New +$689K 0.03% 114

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mill Creek Capital Advisors's EL Position: Q4 2024 in Review

Mill Creek Capital Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,250 shares — an estimated $224K sold.

Mill Creek Capital Advisors first reported a position in EL in Q4 2022 and held it in 8 quarters. The position peaked at $941K in Q1 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Mill Creek Capital Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Mill Creek Capital Advisors sold 2,250 Estee Lauder shares in Q4 2024, an estimated $224K.
  • Mill Creek Capital Advisors first reported a position in Estee Lauder in Q4 2022 and held it in 8 quarters.
  • Mill Creek Capital Advisors's Estee Lauder position peaked at $941K in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.