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Paloma Partners’s Estee Lauder EL Stock Holding History

Paloma 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
Q3 		– Sell
-4,700
Closed -$500K – 1309
2024
Q2 		$500K Sell
4,700
-44,187
-90% -$5.8M 0.01% 754
2024
Q1 		$7.54M Buy
+48,887
New +$6.94M 0.4% 55
2023
Q4 		– Sell
-24,800
Closed -$3.58M – 784
2023
Q3 		$3.58M Buy
24,800
+21,500
+652% +$3.58M 0.12% 147
2023
Q2 		$648K Sell
3,300
-5,800
-64% -$1.23M 0.02% 438
2023
Q1 		$2.24M Buy
+9,100
New +$2.31M 0.08% 221
2022
Q4 		– Sell
-7,700
Closed -$1.66M – 982
2022
Q3 		$1.66M Sell
7,700
-52,300
-87% -$13.4M 0.08% 219
2022
Q2 		$15.3M Buy
60,000
+51,700
+623% +$13.1M 0.54% 21
2022
Q1 		$2.26M Sell
8,300
-30,200
-78% -$9.09M 0.07% 215
2021
Q4 		$14.3M Buy
+38,500
New +$13.1M 0.21% 54
2021
Q3 		– Sell
-600
Closed -$191K – 1312
2021
Q2 		$191K Buy
+600
New +$182K ﹤0.01% 1558
2020
Q3 		– Sell
-300
Closed -$57K – 2175
2020
Q2 		$57K Buy
+300
New +$53.6K ﹤0.01% 1977
2019
Q4 		– Sell
-12,500
Closed -$2.49M – 2237
2019
Q3 		$2.49M Buy
12,500
+9,300
+291% +$1.78M 0.05% 338
2019
Q2 		$586K Sell
3,200
-18,800
-85% -$3.21M 0.01% 958
2019
Q1 		$3.64M Buy
+22,000
New +$3.23M 0.09% 257
2017
Q4 		– Sell
-27,300
Closed -$2.94M – 1980
2017
Q3 		$2.94M Buy
+27,300
New +$2.8M 0.04% 509
2016
Q4 		– Sell
-16,000
Closed -$1.42M – 2013
2016
Q3 		$1.42M Sell
16,000
-12,000
-43% -$1.09M 0.02% 748
2016
Q2 		$2.55M Hold
28,000
– – 0.03% 562
2016
Q1 		$2.64M Buy
28,000
+16,000
+133% +$1.43M 0.04% 376
2015
Q4 		$1.06M Buy
+12,000
New +$1.02M 0.03% 646

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Paloma Partners's EL Position: Q4 2024 in Review

Paloma Partners sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 47,500 shares — an estimated $4.74M sold.

Paloma Partners first reported a position in EL in Q1 2014 and held it in 35 quarters. The position peaked at $9.38M in Q3 2014. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Paloma Partners reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 47,500 Estee Lauder shares in Q4 2024, an estimated $4.74M.
  • Paloma Partners first reported a position in Estee Lauder in Q1 2014 and held it in 35 quarters.
  • Paloma Partners's Estee Lauder position peaked at $9.38M in Q3 2014.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.