Pinnacle Bancorp’s Estee Lauder EL Stock Holding History

Pinnacle Bancorp’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
2023 Q4	–	Sell	-141	Closed	-$20.4K	–	810
2023 Q3	$20.4K	Sell	141 -84	-37%	-$14K	0.01%	507
2023 Q2	$44.2K	Sell	225 -10	-4%	-$2.12K	0.02%	395
2023 Q1	$57.9K	Hold	235	–	–	0.02%	340
2022 Q4	$58K	Hold	235	–	–	0.02%	317
2022 Q3	$51K	Buy	235 +17	+8%	+$4.34K	0.02%	326
2022 Q2	$56K	Hold	218	–	–	0.02%	318
2022 Q1	$59K	Buy	218 +16	+8%	+$4.82K	0.02%	325
2021 Q4	$75K	Hold	202	–	–	0.03%	289
2021 Q3	$61K	Buy	202 +15	+8%	+$4.9K	0.02%	312
2021 Q2	$59K	Hold	187	–	–	0.03%	325
2021 Q1	$54K	Buy	187 +79	+73%	+$21.6K	0.03%	327
2020 Q4	$29K	Hold	108	–	–	0.02%	406
2020 Q3	$24K	Hold	108	–	–	0.02%	415
2020 Q2	$20K	Hold	108	–	–	0.01%	425
2020 Q1	$17K	Hold	108	–	–	0.01%	415
2019 Q4	$22K	Sell	108 -18	-14%	-$3.5K	0.02%	420
2019 Q3	$25K	Buy	126 +18	+17%	+$3.44K	0.01%	415
2019 Q2	$20K	Hold	108	–	–	0.01%	438
2019 Q1	$18K	Hold	108	–	–	0.01%	442
2018 Q4	$14K	Buy	+108	New	+$14.7K	0.01%	476
2017 Q1	$9K	Buy	+108	New	+$8.92K	0.01%	511

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pinnacle Bancorp's EL Position: Q4 2023 in Review

Pinnacle Bancorp sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 141 shares — an estimated $20.4K sold.

Pinnacle Bancorp first reported a position in EL in Q1 2017 and held it in 21 quarters. The position peaked at $75K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Pinnacle Bancorp reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Pinnacle Bancorp sold 141 Estee Lauder shares in Q4 2023, an estimated $20.4K.
Pinnacle Bancorp first reported a position in Estee Lauder in Q1 2017 and held it in 21 quarters.
Pinnacle Bancorp's Estee Lauder position peaked at $75K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.