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Schechter Investment Advisors’s Estee Lauder EL Stock Holding History

Schechter Investment 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
Q3 		– Sell
-3,436
Closed -$366K – 684
2024
Q2 		$366K Sell
3,436
-502
-13% -$65.8K 0.03% 435
2024
Q1 		$607K Sell
3,938
-979
-20% -$139K 0.05% 344
2023
Q4 		$719K Sell
4,917
-432
-8% -$57.3K 0.06% 285
2023
Q3 		$773K Buy
5,349
+1,430
+36% +$238K 0.07% 265
2023
Q2 		$770K Buy
3,919
+419
+12% +$88.9K 0.07% 294
2023
Q1 		$863K Buy
3,500
+41
+1% +$10.4K 0.08% 287
2022
Q4 		$858K Sell
3,459
-25
-0.7% -$5.58K 0.08% 345
2022
Q3 		$752K Sell
3,484
-291
-8% -$74.3K 0.07% 377
2022
Q2 		$961K Buy
3,775
+653
+21% +$166K 0.09% 297
2022
Q1 		$850K Sell
3,122
-380
-11% -$114K 0.08% 363
2021
Q4 		$1.3M Buy
+3,502
New +$1.19M 0.12% 225

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

Schechter Investment Advisors's EL Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 3,436 shares — an estimated $366K sold.

Schechter Investment Advisors first reported a position in EL in Q4 2021 and held it in 11 quarters. The position peaked at $1.3M in Q4 2021. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Schechter Investment Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,436 Estee Lauder shares in Q3 2024, an estimated $366K.
  • Schechter Investment Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 11 quarters.
  • Schechter Investment Advisors's Estee Lauder position peaked at $1.3M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.