RGF
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Retirement Guys Formula’s Estee Lauder EL Stock Holding History

Retirement Guys Formula’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
-3,389
Closed -$496K – 136
2023
Q4 		$496K Buy
3,389
+448
+15% +$59.5K 0.27% 86
2023
Q3 		$425K Buy
2,941
+519
+21% +$86.5K 0.3% 101
2023
Q2 		$476K Buy
2,422
+496
+26% +$105K 0.28% 95
2023
Q1 		$475K Sell
1,926
-3
-0.2% -$762 0.34% 88
2022
Q4 		$479K Buy
1,929
+341
+21% +$76.2K 0.39% 84
2022
Q3 		$343K Buy
1,588
+287
+22% +$73.3K 0.36% 86
2022
Q2 		$331K Buy
+1,301
New +$330K 0.34% 82
2022
Q1 		– Sell
-542
Closed -$201K – 139
2021
Q4 		$201K Buy
+542
New +$184K 0.16% 108

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

Retirement Guys Formula's EL Position: Q1 2024 in Review

Retirement Guys Formula sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 3,389 shares — an estimated $496K sold.

Retirement Guys Formula first reported a position in EL in Q4 2021 and held it in 8 quarters. The position peaked at $496K in Q4 2023. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Retirement Guys Formula reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 3,389 Estee Lauder shares in Q1 2024, an estimated $496K.
  • Retirement Guys Formula first reported a position in Estee Lauder in Q4 2021 and held it in 8 quarters.
  • Retirement Guys Formula's Estee Lauder position peaked at $496K in Q4 2023.
  • 1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.