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Souders Financial Advisors’s Estee Lauder EL Stock Holding History

Souders Financial 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
Q2 		– Sell
-19,469
Closed -$3M – 169
2024
Q1 		$3M Buy
19,469
+4,038
+26% +$573K 0.47% 62
2023
Q4 		$2.26M Buy
15,431
+680
+5% +$90.3K 0.39% 67
2023
Q3 		$2.13M Buy
14,751
+3,999
+37% +$667K 0.41% 68
2023
Q2 		$2.11M Sell
10,752
-303
-3% -$64.3K 0.4% 64
2023
Q1 		$2.72M Buy
11,055
+223
+2% +$56.7K 0.58% 60
2022
Q4 		$2.69M Buy
10,832
+421
+4% +$94K 0.61% 57
2022
Q3 		$2.25M Buy
10,411
+340
+3% +$86.8K 0.61% 59
2022
Q2 		$2.56M Buy
10,071
+485
+5% +$123K 0.74% 43
2022
Q1 		$2.61M Buy
9,586
+338
+4% +$102K 0.75% 44
2021
Q4 		$3.42M Sell
9,248
-205
-2% -$69.6K 0.98% 31
2021
Q3 		$2.83M Buy
9,453
+93
+1% +$30.4K 0.91% 37
2021
Q2 		$2.98M Sell
9,360
-678
-7% -$206K 1% 29
2021
Q1 		$2.92M Buy
10,038
+55
+0.6% +$15.1K 1.14% 28
2020
Q4 		$2.66M Buy
9,983
+114
+1% +$27.4K 1.16% 26
2020
Q3 		$2.44M Buy
9,869
+313
+3% +$64.4K 1.15% 28
2020
Q2 		$1.8M Buy
9,556
+4,748
+99% +$848K 1.03% 34
2020
Q1 		$766K Buy
+4,808
New +$928K 0.68% 40

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Souders Financial Advisors's EL Position: Q2 2024 in Review

Souders Financial Advisors sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 19,469 shares — an estimated $3M sold.

Souders Financial Advisors first reported a position in EL in Q1 2020 and held it in 17 quarters. The position peaked at $3.42M in Q4 2021. 989 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Souders Financial Advisors reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 19,469 Estee Lauder shares in Q2 2024, an estimated $3M.
  • Souders Financial Advisors first reported a position in Estee Lauder in Q1 2020 and held it in 17 quarters.
  • Souders Financial Advisors's Estee Lauder position peaked at $3.42M in Q4 2021.
  • 989 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Souders Financial Advisors's 13F filing for Q2 2024, filed 28 Aug 2024.