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Sage Private Wealth Group’s Estee Lauder EL Stock Holding History

Sage Private Wealth Group’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
Q4 		– Sell
-2,260
Closed -$225K – 90
2024
Q3 		$225K Buy
+2,260
New +$214K 0.18% 83
2024
Q2 		– Sell
-1,768
Closed -$273K – 88
2024
Q1 		$273K Buy
+1,768
New +$251K 0.22% 69
2023
Q3 		– Sell
-1,268
Closed -$249K – 50
2023
Q2 		$249K Sell
1,268
-42
-3% -$8.91K 0.34% 41
2023
Q1 		$323K Sell
1,310
-44
-3% -$11.2K 0.37% 31
2022
Q4 		$336K Hold
1,354
– – 0.4% 27
2022
Q3 		$292K Sell
1,354
-6
-0.4% -$1.53K 0.39% 34
2022
Q2 		$346K Sell
1,360
-77
-5% -$19.5K 0.5% 26
2022
Q1 		$392K Buy
1,437
+14
+1% +$4.21K 0.38% 25
2021
Q4 		$526K Sell
1,423
-10
-0.7% -$3.39K 0.65% 15
2021
Q3 		$430K Sell
1,433
-27
-2% -$8.82K 0.59% 15
2021
Q2 		$464K Buy
1,460
+2
+0.1% +$606 0.63% 15
2021
Q1 		$424K Sell
1,458
-55
-4% -$15.1K 0.73% 15
2020
Q4 		$403K Buy
+1,513
New +$364K 1.12% 13

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sage Private Wealth Group's EL Position: Q4 2024 in Review

Sage Private Wealth Group sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,260 shares — an estimated $225K sold.

Sage Private Wealth Group first reported a position in EL in Q4 2020 and held it in 13 quarters. The position peaked at $526K in Q4 2021. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Sage Private Wealth Group reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,260 Estee Lauder shares in Q4 2024, an estimated $225K.
  • Sage Private Wealth Group first reported a position in Estee Lauder in Q4 2020 and held it in 13 quarters.
  • Sage Private Wealth Group's Estee Lauder position peaked at $526K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.