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MMBG Investment Advisors’s Estee Lauder EL Stock Holding History

MMBG Investment 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
-5,922
Closed -$913K – 155
2024
Q1 		$913K Buy
5,922
+77
+1% +$10.9K 0.1% 88
2023
Q4 		$855K Sell
5,845
-10
-0.2% -$1.33K 0.1% 87
2023
Q3 		$846K Hold
5,855
– – 0.11% 88
2023
Q2 		$1.14M Hold
5,855
– – 0.14% 81
2023
Q1 		$1.44M Hold
5,855
– – 0.18% 75
2022
Q4 		$1.45M Hold
5,855
– – 0.19% 72
2022
Q3 		$1.26M Hold
5,855
– – 0.17% 78
2022
Q2 		$1.49M Buy
5,855
+150
+3% +$38.1K 0.18% 72
2022
Q1 		$1.55M Buy
5,705
+340
+6% +$102K 0.16% 74
2021
Q4 		$1.99M Buy
+5,365
New +$1.82M 0.19% 70

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

MMBG Investment Advisors's EL Position: Q2 2024 in Review

MMBG Investment Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 5,922 shares — an estimated $913K sold.

MMBG Investment Advisors first reported a position in EL in Q4 2021 and held it in 10 quarters. The position peaked at $1.99M in Q4 2021. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • MMBG Investment Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 5,922 Estee Lauder shares in Q2 2024, an estimated $913K.
  • MMBG Investment Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 10 quarters.
  • MMBG Investment Advisors's Estee Lauder position peaked at $1.99M in Q4 2021.
  • 991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on MMBG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.