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Seven Mile Advisory’s Estee Lauder EL Stock Holding History

Seven Mile Advisory’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
-2,009
Closed -$200K – 174
2024
Q3 		$200K Sell
2,009
-42
-2% -$3.98K 0.13% 163
2024
Q2 		$218K Sell
2,051
-92
-4% -$12.1K 0.16% 129
2024
Q1 		$330K Buy
2,143
+68
+3% +$9.65K 0.25% 87
2023
Q4 		$303K Sell
2,075
-26
-1% -$3.45K 0.26% 86
2023
Q3 		$304K Buy
2,101
+128
+6% +$21.3K 0.32% 75
2023
Q2 		$387K Buy
+1,973
New +$419K 0.45% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Seven Mile Advisory's EL Position: Q4 2024 in Review

Seven Mile Advisory sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,009 shares — an estimated $200K sold.

Seven Mile Advisory first reported a position in EL in Q2 2023 and held it in 6 quarters. The position peaked at $387K in Q2 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Seven Mile Advisory reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Seven Mile Advisory sold 2,009 Estee Lauder shares in Q4 2024, an estimated $200K.
  • Seven Mile Advisory first reported a position in Estee Lauder in Q2 2023 and held it in 6 quarters.
  • Seven Mile Advisory's Estee Lauder position peaked at $387K in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Seven Mile Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.