Simplicity Wealth’s Estee Lauder EL Stock Holding History

Simplicity Wealth’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	-34,518	Closed	-$3.67M	–	696
2024 Q2	$3.67M	Buy	34,518 +14,109	+69%	+$1.85M	0.08%	239
2024 Q1	$3.15M	Buy	+20,409	New	+$2.9M	0.08%	263

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's EL Position: Q3 2024 in Review

Simplicity Wealth sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 34,518 shares — an estimated $3.67M sold.

Simplicity Wealth first reported a position in EL in Q1 2024 and held it in 2 quarters. The position peaked at $3.67M in Q2 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Simplicity Wealth reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 34,518 Estee Lauder shares in Q3 2024, an estimated $3.67M.
Simplicity Wealth first reported a position in Estee Lauder in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Estee Lauder position peaked at $3.67M in Q2 2024.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.