NAS
EL icon

Nicolet Advisory Services’s Estee Lauder EL Stock Holding History

Nicolet Advisory 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
Q3 		– Sell
-2,439
Closed -$249K – 374
2024
Q2 		$249K Buy
2,439
+177
+8% +$23.2K 0.02% 310
2024
Q1 		$336K Buy
+2,262
New +$321K 0.03% 251
2023
Q4 		– Sell
-2,620
Closed -$373K – 323
2023
Q3 		$373K Buy
2,620
+884
+51% +$147K 0.04% 191
2023
Q2 		$337K Buy
1,736
+92
+6% +$19.5K 0.04% 208
2023
Q1 		$397K Buy
1,644
+139
+9% +$35.3K 0.05% 173
2022
Q4 		$397K Buy
1,505
+493
+49% +$110K 0.05% 152
2022
Q3 		$220K Buy
+1,012
New +$258K 0.04% 170
2022
Q1 		– Sell
-545
Closed -$202K – 208
2021
Q4 		$202K Buy
+545
New +$185K 0.02% 201

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
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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return