PFS Partners’s Estee Lauder EL Stock Holding History

PFS 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 Q2	–	Sell	-20	Closed	-$3.13K	–	448
2024 Q1	$3.13K	Hold	20	–	–	﹤0.01%	392
2023 Q4	$2.95K	Hold	20	–	–	﹤0.01%	392
2023 Q3	$2.9K	Hold	20	–	–	﹤0.01%	379
2023 Q2	$3.93K	Buy	+20	New	+$4.24K	﹤0.01%	380

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

PFS Partners's EL Position: Q2 2024 in Review

PFS Partners sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 20 shares — an estimated $3.13K sold.

PFS Partners first reported a position in EL in Q2 2023 and held it in 4 quarters. The position peaked at $3.93K in Q2 2023. 991 funds tracked by Wall St. Rank hold EL as of Q2 2024.

PFS Partners reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
PFS Partners sold 20 Estee Lauder shares in Q2 2024, an estimated $3.13K.
PFS Partners first reported a position in Estee Lauder in Q2 2023 and held it in 4 quarters.
PFS Partners's Estee Lauder position peaked at $3.93K in Q2 2023.
991 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on PFS Partners's 13F filing for Q2 2024, filed 25 Jul 2024.