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Obermeyer Wealth Partners’s Estee Lauder EL Stock Holding History

Obermeyer Wealth Partners’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
-1,606
Closed -$248K – 251
2024
Q1 		$248K Buy
+1,606
New +$228K 0.01% 212
2023
Q3 		– Sell
-2,833
Closed -$556K – 220
2023
Q2 		$556K Sell
2,833
-133,352
-98% -$28.3M 0.04% 111
2023
Q1 		$33.8M Sell
136,185
-4,532
-3% -$1.15M 2.52% 15
2022
Q4 		$34.9M Sell
140,717
-7,166
-5% -$1.6M 2.64% 14
2022
Q3 		$31.9M Sell
147,883
-3,880
-3% -$991K 2.59% 17
2022
Q2 		$38.6M Sell
151,763
-462
-0.3% -$117K 2.84% 12
2022
Q1 		$41.5M Buy
152,225
+1,976
+1% +$595K 2.48% 19
2021
Q4 		$55.6M Buy
150,249
+3,346
+2% +$1.14M 2.98% 11
2021
Q3 		$44.1M Buy
146,903
+3,046
+2% +$995K 2.44% 23
2021
Q2 		$45.8M Buy
143,857
+2,728
+2% +$827K 2.55% 18
2021
Q1 		$41M Buy
+141,129
New +$38.6M 2.52% 22

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
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 $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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Obermeyer Wealth Partners's EL Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 1,606 shares — an estimated $248K sold.

Obermeyer Wealth Partners first reported a position in EL in Q1 2021 and held it in 11 quarters. The position peaked at $55.6M in Q4 2021. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Obermeyer Wealth Partners reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,606 Estee Lauder shares in Q2 2024, an estimated $248K.
  • Obermeyer Wealth Partners first reported a position in Estee Lauder in Q1 2021 and held it in 11 quarters.
  • Obermeyer Wealth Partners's Estee Lauder position peaked at $55.6M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.