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SimplyRich’s Estee Lauder EL Stock Holding History

SimplyRich’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
-12,129
Closed -$1.21M – 220
2024
Q3 		$1.21M Sell
12,129
-787
-6% -$74.6K 0.34% 71
2024
Q2 		$1.37M Sell
12,916
-884
-6% -$116K 0.43% 53
2024
Q1 		$2.13M Sell
13,800
-246
-2% -$34.9K 0.69% 35
2023
Q4 		$2.05M Sell
14,046
-433
-3% -$57.5K 0.71% 32
2023
Q3 		$2.09M Sell
14,479
-139
-1% -$23.2K 1.01% 23
2023
Q2 		$2.87M Hold
14,618
– – 1.02% 18
2023
Q1 		$3.6M Hold
14,618
– – 1.35% 14
2022
Q4 		$3.63M Sell
14,618
-29
-0.2% -$6.48K 1.44% 15
2022
Q3 		$3.16M Buy
14,647
+3
+0% +$766 1.42% 15
2022
Q2 		$3.73M Sell
14,644
-8
-0.1% -$2.03K 1.55% 13
2022
Q1 		$3.99M Sell
14,652
-5
-0% -$1.5K 1.4% 14
2021
Q4 		$5.43M Buy
14,657
+13
+0.1% +$4.41K 1.8% 11
2021
Q3 		$4.39M Hold
14,644
– – 1.6% 13
2021
Q2 		$4.66M Hold
14,644
– – 2.14% 9
2021
Q1 		$4.26M Hold
14,644
– – 1.69% 13
2020
Q4 		$4M Hold
14,644
– – 1.79% 13
2020
Q3 		$3.2M Buy
14,644
+26
+0.2% +$5.35K 1.6% 14
2020
Q2 		$2.71M Buy
14,618
+122
+0.8% +$21.8K 1.49% 14
2020
Q1 		$2.4M Hold
14,496
– – 1.6% 14
2019
Q4 		$2.99M Hold
14,496
– – 1.5% 13
2019
Q3 		$2.49M Hold
14,496
– – 1.36% 13
2019
Q2 		$2.65M Hold
14,496
– – 1.47% 13
2019
Q1 		$2.4M Hold
14,496
– – 1.95% 11
2018
Q4 		$1.86M Hold
14,496
– – 1.71% 17
2018
Q3 		$2.11M Hold
14,496
– – 1.15% 19
2018
Q2 		$2.07M Sell
14,496
-57
-0.4% -$8.44K 1.19% 17
2018
Q1 		$2.18M Buy
14,553
+480
+3% +$66.5K 1.22% 16
2017
Q4 		$1.79M Buy
+14,073
New +$1.69M 1% 21

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

SimplyRich's EL Position: Q4 2024 in Review

SimplyRich sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 12,129 shares — an estimated $1.21M sold.

SimplyRich first reported a position in EL in Q4 2017 and held it in 28 quarters. The position peaked at $5.43M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • SimplyRich reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • SimplyRich sold 12,129 Estee Lauder shares in Q4 2024, an estimated $1.21M.
  • SimplyRich first reported a position in Estee Lauder in Q4 2017 and held it in 28 quarters.
  • SimplyRich's Estee Lauder position peaked at $5.43M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on SimplyRich's 13F filing for Q4 2024, filed 29 Jan 2025.