Psagot Value Holdings’s Estee Lauder EL Stock Holding History

Psagot Value Holdings’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	-130	Closed	-$18K	–	555
2023 Q3	$18K	Hold	130	–	–	0.01%	275
2023 Q2	$25K	Sell	130 -4,635	-97%	-$983K	0.01%	269
2023 Q1	$1.17M	Sell	4,765 -6,456	-58%	-$1.64M	0.49%	50
2022 Q4	$2.78M	Buy	11,221 +240	+2%	+$53.6K	0.82%	38
2022 Q3	$2.37M	Sell	10,981 -1,245	-10%	-$318K	0.67%	35
2022 Q2	$3.11M	Buy	12,226 +11,164	+1,051%	+$2.83M	0.73%	35
2022 Q1	$289K	Hold	1,062	–	–	0.06%	164
2021 Q4	$393K	Buy	+1,062	New	+$360K	0.08%	165
2016 Q2	–	Sell	-73,102	Closed	-$6.89M	–	370
2016 Q1	$6.89M	Sell	73,102 -41	-0.1%	-$3.65K	0.29%	73
2015 Q4	$6.44M	Buy	+73,143	New	+$6.23M	0.23%	81

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

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

Psagot Value Holdings's EL Position: Q4 2023 in Review

Psagot Value Holdings sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 130 shares — an estimated $18K sold.

Psagot Value Holdings first reported a position in EL in Q4 2015 and held it in 10 quarters. The position peaked at $6.89M in Q1 2016. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Psagot Value Holdings reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 130 Estee Lauder shares in Q4 2023, an estimated $18K.
Psagot Value Holdings first reported a position in Estee Lauder in Q4 2015 and held it in 10 quarters.
Psagot Value Holdings's Estee Lauder position peaked at $6.89M in Q1 2016.
1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.