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Morningstar Investment Services’s Estee Lauder EL Stock Holding History

Morningstar Investment Services’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
-2,686
Closed -$268K – 205
2024
Q3 		$268K Buy
+2,686
New +$255K ﹤0.01% 360
2024
Q2 		– Sell
-2,038
Closed -$296K – 379
2024
Q1 		$296K Sell
2,038
-58,554
-97% -$8.31M ﹤0.01% 289
2023
Q4 		$8.94M Buy
60,592
+31,772
+110% +$4.22M 0.05% 139
2023
Q3 		$4.09M Buy
+28,820
New +$4.81M 0.05% 142

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Morningstar Investment Services's EL Position: Q4 2024 in Review

Morningstar Investment Services sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,686 shares — an estimated $268K sold.

Morningstar Investment Services first reported a position in EL in Q3 2023 and held it in 4 quarters. The position peaked at $8.94M in Q4 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Morningstar Investment Services reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,686 Estee Lauder shares in Q4 2024, an estimated $268K.
  • Morningstar Investment Services first reported a position in Estee Lauder in Q3 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Estee Lauder position peaked at $8.94M in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.