MWM
EL icon

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 $5.7T 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 $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return