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Resurgent Financial Advisors’s Estee Lauder EL Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-241
Closed -$35.2K – 273
2023
Q4 		$35.2K Sell
241
-11
-4% -$1.46K 0.02% 400
2023
Q3 		$36.4K Sell
252
-67
-21% -$11.2K 0.02% 378
2023
Q2 		$62.6K Buy
319
+27
+9% +$5.73K 0.04% 299
2023
Q1 		$72K Sell
292
-483
-62% -$123K 0.05% 277
2022
Q4 		$192K Buy
+775
New +$173K 0.1% 208

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Resurgent Financial Advisors's EL Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 241 shares — an estimated $35.2K sold.

Resurgent Financial Advisors first reported a position in EL in Q4 2022 and held it in 5 quarters. The position peaked at $192K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 241 Estee Lauder shares in Q1 2024, an estimated $35.2K.
  • Resurgent Financial Advisors first reported a position in Estee Lauder in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Estee Lauder position peaked at $192K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.