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Mutual Advisors’s Estee Lauder EL Stock Holding History

Mutual 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
Q3 		– Sell
-5,535
Closed -$558K – 1111
2024
Q2 		$558K Buy
5,535
+1,870
+51% +$245K 0.02% 659
2024
Q1 		$565K Buy
+3,665
New +$520K 0.02% 657
2022
Q1 		– Sell
-606
Closed -$224K – 884
2021
Q4 		$224K Buy
+606
New +$206K 0.01% 814
2021
Q2 		– Sell
-773
Closed -$225K – 827
2021
Q1 		$225K Sell
773
-520
-40% -$142K 0.02% 699
2020
Q4 		$344K Buy
1,293
+6
+0.5% +$1.44K 0.03% 569
2020
Q3 		$281K Sell
1,287
-976
-43% -$201K 0.02% 554
2020
Q2 		$427K Sell
2,263
-4
-0.2% -$715 0.04% 423
2020
Q1 		$361K Hold
2,267
– – 0.05% 366
2019
Q4 		$468K Sell
2,267
-16
-0.7% -$3.11K 0.05% 355
2019
Q3 		$454K Sell
2,283
-96
-4% -$18.4K 0.06% 321
2019
Q2 		$436K Buy
2,379
+52
+2% +$8.88K 0.06% 349
2019
Q1 		$385K Buy
2,327
+15
+0.6% +$2.2K 0.06% 309
2018
Q4 		$301K Sell
2,312
-15
-0.6% -$2.04K 0.06% 327
2018
Q3 		$338K Sell
2,327
-430
-16% -$59.7K 0.05% 338
2018
Q2 		$393K Hold
2,757
– – 0.09% 277
2018
Q1 		$413K Buy
+2,757
New +$382K 0.1% 263

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mutual Advisors's EL Position: Q3 2024 in Review

Mutual Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 5,535 shares — an estimated $558K sold.

Mutual Advisors first reported a position in EL in Q1 2018 and held it in 16 quarters. The position peaked at $565K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Mutual Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 5,535 Estee Lauder shares in Q3 2024, an estimated $558K.
  • Mutual Advisors first reported a position in Estee Lauder in Q1 2018 and held it in 16 quarters.
  • Mutual Advisors's Estee Lauder position peaked at $565K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.