PCMC
EL icon

Planning Capital Management Corporation’s Estee Lauder EL Stock Holding History

Planning Capital Management Corporation’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
-14
Closed -$1.49K – 830
2024
Q2 		$1.49K Hold
14
– – ﹤0.01% 560
2024
Q1 		$2.16K Hold
14
– – ﹤0.01% 554
2023
Q4 		$2.05K Buy
+14
New +$1.86K ﹤0.01% 558

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's EL Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 14 shares — an estimated $1.49K sold.

Planning Capital Management Corporation first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $2.16K in Q1 2024. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 14 Estee Lauder shares in Q3 2024, an estimated $1.49K.
  • Planning Capital Management Corporation first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Estee Lauder position peaked at $2.16K in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.