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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM