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SpiderRock Advisors’s Estee Lauder EL Stock Holding History

SpiderRock 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 		$798K Buy
8,004
+212
+3% +$20.1K 0.01% 514
2024
Q2 		$829K Sell
7,792
-11
-0.1% -$1.44K 0.02% 448
2024
Q1 		$1.15M Buy
+7,803
New +$1.11M 0.03% 382
2017
Q3 		– Hold
0
– – – 57

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 $3.37T AUM 44.26% 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

SpiderRock Advisors's EL Position: Q3 2024 in Review

SpiderRock Advisors increased its Estee Lauder (EL) stake by 2.7% in Q3 2024, buying an estimated $20.1K and bringing the position to 8,004 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #514.

SpiderRock Advisors first reported a position in EL in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2024. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • SpiderRock Advisors held 8,004 shares of Estee Lauder worth $798K as of Q3 2024.
  • SpiderRock Advisors bought 212 Estee Lauder shares in Q3 2024, an estimated $20.1K.
  • Estee Lauder made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #514 holding.
  • SpiderRock Advisors first reported a position in Estee Lauder in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Estee Lauder position peaked at $1.15M in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.