NPA
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Nichols & Pratt Advisers’s Estee Lauder EL Stock Holding History

Nichols & Pratt Advisers’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
-2,012
Closed -$310K – 104
2024
Q1 		$310K Sell
2,012
-2,365
-54% -$336K 0.02% 89
2023
Q4 		$640K Sell
4,377
-115
-3% -$15.3K 0.05% 76
2023
Q3 		$649K Sell
4,492
-1,560
-26% -$260K 0.05% 77
2023
Q2 		$1.19M Sell
6,052
-250
-4% -$53K 0.09% 63
2023
Q1 		$1.55M Sell
6,302
-110
-2% -$27.9K 0.12% 60
2022
Q4 		$1.59M Sell
6,412
-100
-2% -$22.3K 0.13% 58
2022
Q3 		$1.41M Hold
6,512
– – 0.12% 59
2022
Q2 		$1.66M Hold
6,512
– – 0.14% 57
2022
Q1 		$1.77M Hold
6,512
– – 0.13% 58
2021
Q4 		$2.41M Hold
6,512
– – 0.17% 57
2021
Q3 		$2.02M Buy
6,512
+150
+2% +$49K 0.15% 58
2021
Q2 		$2.02M Hold
6,362
– – 0.15% 56
2021
Q1 		$1.85M Sell
6,362
-100
-2% -$27.4K 0.14% 55
2020
Q4 		$1.71M Sell
6,462
-60
-0.9% -$14.4K 0.14% 53
2020
Q3 		$1.42M Sell
6,522
-1,802
-22% -$371K 0.12% 57
2020
Q2 		$1.57M Sell
8,324
-263
-3% -$47K 0.14% 53
2020
Q1 		$1.37M Buy
8,587
+1,566
+22% +$302K 0.14% 56
2019
Q4 		$1.45M Hold
7,021
– – 0.12% 58
2019
Q3 		$1.4M Buy
7,021
+210
+3% +$40.2K 0.11% 62
2019
Q2 		$1.25M Buy
6,811
+2,570
+61% +$439K 0.1% 66
2019
Q1 		$701K Buy
+4,241
New +$623K 0.06% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return