PTC
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Petrus Trust Company’s Estee Lauder EL Stock Holding History

Petrus Trust Company’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
-4,595
Closed -$458K – 627
2024
Q3 		$458K Buy
4,595
+1,509
+49% +$143K 0.04% 266
2024
Q2 		$328K Buy
+3,086
New +$405K 0.03% 399

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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

Petrus Trust Company's EL Position: Q4 2024 in Review

Petrus Trust Company sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 4,595 shares — an estimated $458K sold.

Petrus Trust Company first reported a position in EL in Q2 2024 and held it in 2 quarters. The position peaked at $458K in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Petrus Trust Company reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 4,595 Estee Lauder shares in Q4 2024, an estimated $458K.
  • Petrus Trust Company first reported a position in Estee Lauder in Q2 2024 and held it in 2 quarters.
  • Petrus Trust Company's Estee Lauder position peaked at $458K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.