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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
-5,300
Closed -$564K – 1310
2024
Q2 		$564K Buy
+5,300
New +$695K 0.02% 692
2023
Q4 		– Sell
-17,500
Closed -$2.53M – 785
2023
Q3 		$2.53M Buy
17,500
+12,200
+230% +$2.03M 0.09% 199
2023
Q2 		$1.04M Sell
5,300
-30,400
-85% -$6.45M 0.04% 353
2023
Q1 		$8.8M Buy
35,700
+8,200
+30% +$2.08M 0.31% 45
2022
Q4 		$6.82M Buy
27,500
+19,700
+253% +$4.4M 0.31% 49
2022
Q3 		$1.68M Buy
+7,800
New +$1.99M 0.08% 216
2019
Q4 		– Sell
-1,300
Closed -$259K – 2238
2019
Q3 		$259K Sell
1,300
-5,400
-81% -$1.03M 0.01% 1618
2019
Q2 		$1.23M Sell
6,700
-13,400
-67% -$2.29M 0.02% 613
2019
Q1 		$3.33M Buy
+20,100
New +$2.95M 0.08% 279
2018
Q1 		– Sell
-27,300
Closed -$3.47M – 2025
2017
Q4 		$3.47M Hold
27,300
– – 0.05% 413
2017
Q3 		$2.94M Buy
+27,300
New +$2.8M 0.04% 510
2016
Q4 		– Sell
-16,000
Closed -$1.42M – 2014
2016
Q3 		$1.42M Sell
16,000
-12,000
-43% -$1.09M 0.02% 749
2016
Q2 		$2.55M Hold
28,000
– – 0.03% 563
2016
Q1 		$2.64M Buy
28,000
+16,000
+133% +$1.43M 0.04% 377
2015
Q4 		$1.06M Buy
+12,000
New +$1.02M 0.03% 647

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.