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Old Mission Investment Co’s Estee Lauder EL Stock Holding History

Old Mission Investment Co’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
-2,111
Closed -$210K – 123
2024
Q3 		$210K Hold
2,111
– – 0.06% 118
2024
Q2 		$225K Sell
2,111
-100
-5% -$13.1K 0.07% 114
2024
Q1 		$341K Hold
2,211
– – 0.11% 92
2023
Q4 		$323K Hold
2,211
– – 0.11% 93
2023
Q3 		$320K Hold
2,211
– – 0.12% 82
2023
Q2 		$434K Sell
2,211
-74
-3% -$15.7K 0.16% 75
2023
Q1 		$563K Buy
2,285
+74
+3% +$18.8K 0.22% 61
2022
Q4 		$548K Hold
2,211
– – 0.23% 63
2022
Q3 		$477K Sell
2,211
-345
-13% -$88.1K 0.22% 60
2022
Q2 		$651K Sell
2,556
-36
-1% -$9.13K 0.28% 50
2022
Q1 		$706K Buy
2,592
+6
+0.2% +$1.8K 0.26% 53
2021
Q4 		$957K Sell
2,586
-10
-0.4% -$3.39K 0.35% 43
2021
Q3 		$779K Sell
2,596
-8
-0.3% -$2.61K 0.32% 44
2021
Q2 		$828K Sell
2,604
-27
-1% -$8.19K 0.34% 42
2021
Q1 		$765K Hold
2,631
– – 0.36% 41
2020
Q4 		$700K Buy
2,631
+54
+2% +$13K 0.37% 39
2020
Q3 		$562K Buy
2,577
+5
+0.2% +$1.03K 0.34% 44
2020
Q2 		$485K Buy
2,572
+22
+0.9% +$3.93K 0.34% 43
2020
Q1 		$406K Buy
2,550
+1
+0% +$193 0.38% 40
2019
Q4 		$527K Sell
2,549
-708
-22% -$138K 0.47% 37
2019
Q3 		$648K Buy
+3,257
New +$623K 0.62% 30

Other funds holding EL

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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 $3.37T AUM 44.26% 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

Old Mission Investment Co's EL Position: Q4 2024 in Review

Old Mission Investment Co sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,111 shares — an estimated $210K sold.

Old Mission Investment Co first reported a position in EL in Q3 2019 and held it in 21 quarters. The position peaked at $957K in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Old Mission Investment Co reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Old Mission Investment Co sold 2,111 Estee Lauder shares in Q4 2024, an estimated $210K.
  • Old Mission Investment Co first reported a position in Estee Lauder in Q3 2019 and held it in 21 quarters.
  • Old Mission Investment Co's Estee Lauder position peaked at $957K in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Old Mission Investment Co's 13F filing for Q4 2024, filed 16 Sep 2026.