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Northwest Financial Advisors’s Estee Lauder EL Stock Holding History

Northwest Financial 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
Q4 		– Sell
-99
Closed -$9.9K – 225
2024
Q3 		$9.9K Buy
+99
New +$9.38K 0.01% 393
2024
Q1 		– Sell
-299
Closed -$43.8K – 203
2023
Q4 		$43.8K Buy
+299
New +$39.7K 0.04% 224

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Northwest Financial Advisors's EL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 99 shares — an estimated $9.9K sold.

Northwest Financial Advisors first reported a position in EL in Q4 2023 and held it in 2 quarters. The position peaked at $43.8K in Q4 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 99 Estee Lauder shares in Q4 2024, an estimated $9.9K.
  • Northwest Financial Advisors first reported a position in Estee Lauder in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Estee Lauder position peaked at $43.8K in Q4 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.