Platte River Wealth Advisors’s Estee Lauder EL Stock Holding History

Platte River Wealth Advisors’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	-3,847	Closed	-$556K	–	97
2023 Q3	$556K	Sell	3,847 -400	-9%	-$66.7K	0.2%	60
2023 Q2	$834K	Sell	4,247 -108	-2%	-$22.9K	0.29%	54
2023 Q1	$1.07M	Sell	4,355 -60	-1%	-$15.2K	0.41%	41
2022 Q4	$1.1M	Hold	4,415	–	–	0.46%	42
2022 Q3	$953K	Hold	4,415	–	–	0.43%	42
2022 Q2	$1.12M	Sell	4,415 -20	-0.5%	-$5.07K	0.49%	38
2022 Q1	$1.21M	Sell	4,435 -170	-4%	-$51.2K	0.44%	41
2021 Q4	$1.57M	Sell	4,605 -50	-1%	-$17K	0.54%	37
2021 Q3	$1.4M	Hold	4,655	–	–	0.52%	39
2021 Q2	$1.48M	Sell	4,655 -45	-1%	-$13.6K	0.56%	37
2021 Q1	$1.4M	Hold	4,700	–	–	0.58%	38
2020 Q4	$1.2M	Sell	4,700 -65	-1%	-$15.6K	0.52%	40
2020 Q3	$1.04M	Sell	4,765 -40	-0.8%	-$8.23K	0.54%	42
2020 Q2	$923K	Buy	+4,805	New	+$859K	0.51%	47
2019 Q4	$1M	Buy	+5,130	New	+$996K	0.53%	54

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

Platte River Wealth Advisors's EL Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 3,847 shares — an estimated $556K sold.

Platte River Wealth Advisors first reported a position in EL in Q4 2019 and held it in 15 quarters. The position peaked at $1.57M in Q4 2021. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Platte River Wealth Advisors reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 3,847 Estee Lauder shares in Q4 2023, an estimated $556K.
Platte River Wealth Advisors first reported a position in Estee Lauder in Q4 2019 and held it in 15 quarters.
Platte River Wealth Advisors's Estee Lauder position peaked at $1.57M in Q4 2021.
1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.