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Pinnacle Associates’s Estee Lauder EL Stock Holding History

Pinnacle Associates’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
-2,654
Closed -$388K – 849
2024
Q3 		$388K Buy
2,654
+566
+27% +$53.7K 0.01% 621
2024
Q2 		$222K Sell
2,088
-436
-17% -$57.2K ﹤0.01% 755
2024
Q1 		$389K Sell
2,524
-130
-5% -$18.4K 0.01% 640
2023
Q4 		$388K Sell
2,654
-72
-3% -$9.56K 0.01% 629
2023
Q3 		$394K Sell
2,726
-77
-3% -$12.8K 0.01% 600
2023
Q2 		$550K Sell
2,803
-1,769
-39% -$375K 0.01% 567
2023
Q1 		$1.13M Buy
4,572
+206
+5% +$52.3K 0.02% 392
2022
Q4 		$1.08M Sell
4,366
-46
-1% -$10.3K 0.02% 388
2022
Q3 		$952K Buy
4,412
+75
+2% +$19.1K 0.02% 403
2022
Q2 		$1.1M Buy
4,337
+371
+9% +$94.1K 0.02% 387
2022
Q1 		$1.08M Buy
3,966
+1,357
+52% +$408K 0.02% 434
2021
Q4 		$966K Sell
2,609
-30
-1% -$10.2K 0.02% 455
2021
Q3 		$792K Buy
2,639
+22
+0.8% +$7.19K 0.01% 479
2021
Q2 		$832K Buy
2,617
+31
+1% +$9.4K 0.02% 464
2021
Q1 		$752K Buy
2,586
+141
+6% +$38.6K 0.01% 457
2020
Q4 		$651K Buy
2,445
+345
+16% +$83K 0.01% 473
2020
Q3 		$458K Sell
2,100
-95
-4% -$19.5K 0.01% 504
2020
Q2 		$414K Buy
2,195
+165
+8% +$29.5K 0.01% 516
2020
Q1 		$323K Sell
2,030
-42
-2% -$8.1K 0.01% 538
2019
Q4 		$428K Sell
2,072
-160
-7% -$31.1K 0.01% 558
2019
Q3 		$444K Sell
2,232
-153
-6% -$29.3K 0.01% 552
2019
Q2 		$437K Sell
2,385
-340
-12% -$58.1K 0.01% 549
2019
Q1 		$451K Sell
2,725
-62
-2% -$9.11K 0.01% 545
2018
Q4 		$363K Sell
2,787
-490
-15% -$66.6K 0.01% 557
2018
Q3 		$476K Buy
3,277
+85
+3% +$11.8K 0.01% 523
2018
Q2 		$455K Buy
3,192
+747
+31% +$111K 0.01% 520
2018
Q1 		$366K Buy
2,445
+90
+4% +$12.5K 0.01% 542
2017
Q4 		$300K Buy
+2,355
New +$283K 0.01% 572

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 $3.37T AUM 44.26% 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

Pinnacle Associates's EL Position: Q4 2024 in Review

Pinnacle Associates sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,654 shares — an estimated $388K sold.

Pinnacle Associates first reported a position in EL in Q4 2017 and held it in 28 quarters. The position peaked at $1.13M in Q1 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Pinnacle Associates reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 2,654 Estee Lauder shares in Q4 2024, an estimated $388K.
  • Pinnacle Associates first reported a position in Estee Lauder in Q4 2017 and held it in 28 quarters.
  • Pinnacle Associates's Estee Lauder position peaked at $1.13M in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

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