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Modera Wealth Management’s Estee Lauder EL Stock Holding History

Modera Wealth Management’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
-2,910
Closed -$290K – 621
2024
Q3 		$290K Sell
2,910
-299
-9% -$28.3K ﹤0.01% 496
2024
Q2 		$341K Sell
3,209
-7,481
-70% -$981K 0.01% 453
2024
Q1 		$1.65M Sell
10,690
-289
-3% -$41K 0.03% 246
2023
Q4 		$1.61M Sell
10,979
-644
-6% -$85.5K 0.03% 239
2023
Q3 		$1.68M Sell
11,623
-833
-7% -$139K 0.03% 232
2023
Q2 		$2.45M Buy
+12,456
New +$2.64M 0.04% 206

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

Modera Wealth Management's EL Position: Q4 2024 in Review

Modera Wealth Management sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,910 shares — an estimated $290K sold.

Modera Wealth Management first reported a position in EL in Q2 2023 and held it in 6 quarters. The position peaked at $2.45M in Q2 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Modera Wealth Management reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 2,910 Estee Lauder shares in Q4 2024, an estimated $290K.
  • Modera Wealth Management first reported a position in Estee Lauder in Q2 2023 and held it in 6 quarters.
  • Modera Wealth Management's Estee Lauder position peaked at $2.45M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.