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Okabena Investment Services’s Estee Lauder EL Stock Holding History

Okabena Investment 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
2023
Q4 		– Sell
-14,709
Closed -$2.13M – 115
2023
Q3 		$2.13M Buy
+14,709
New +$2.45M 1.65% 15

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Okabena Investment Services's EL Position: Q4 2023 in Review

Okabena Investment Services sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 14,709 shares — an estimated $2.13M sold.

Okabena Investment Services first reported a position in EL in Q3 2023 and held it in 1 quarter. The position peaked at $2.13M in Q3 2023. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Okabena Investment Services reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 14,709 Estee Lauder shares in Q4 2023, an estimated $2.13M.
  • Okabena Investment Services first reported a position in Estee Lauder in Q3 2023 and held it in 1 quarter.
  • Okabena Investment Services's Estee Lauder position peaked at $2.13M in Q3 2023.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.