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Quadcap Wealth Management’s Estee Lauder EL Stock Holding History

Quadcap Wealth Management’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
-3,698
Closed -$393K – 387
2024
Q2 		$393K Sell
3,698
-18
-0.5% -$2.36K 0.07% 276
2024
Q1 		$573K Sell
3,716
-5
-0.1% -$709 0.13% 189
2023
Q4 		$544K Buy
+3,721
New +$494K 0.14% 193

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quadcap Wealth Management's EL Position: Q3 2024 in Review

Quadcap Wealth Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 3,698 shares — an estimated $393K sold.

Quadcap Wealth Management first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $573K in Q1 2024. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Quadcap Wealth Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 3,698 Estee Lauder shares in Q3 2024, an estimated $393K.
  • Quadcap Wealth Management first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
  • Quadcap Wealth Management's Estee Lauder position peaked at $573K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Quadcap Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.