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Operose Advisors’s Estee Lauder EL Stock Holding History

Operose 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
-180
Closed -$17.9K – 501
2024
Q3 		$17.9K Buy
180
+16
+10% +$1.52K 0.01% 415
2024
Q2 		$17.4K Hold
164
– – 0.01% 372
2024
Q1 		$25.3K Hold
164
– – 0.01% 351
2023
Q4 		$24K Hold
164
– – 0.01% 331
2023
Q3 		$23.7K Buy
+164
New +$27.3K 0.01% 445

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

Operose Advisors's EL Position: Q4 2024 in Review

Operose Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 180 shares — an estimated $17.9K sold.

Operose Advisors first reported a position in EL in Q3 2023 and held it in 5 quarters. The position peaked at $25.3K in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Operose Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 180 Estee Lauder shares in Q4 2024, an estimated $17.9K.
  • Operose Advisors first reported a position in Estee Lauder in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Estee Lauder position peaked at $25.3K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.