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	$309K	Hold	3,100	–	–	﹤0.01%	726
2024 Q2	$330K	Hold	3,100	–	–	0.01%	646
2024 Q1	$458K	Buy	+3,100	New	+$440K	0.01%	540
2023 Q4	–	Hold	0	–	–	–	124
2023 Q3	–	Hold	0	–	–	–	106
2023 Q2	–	Hold	0	–	–	–	84
2023 Q1	–	Hold	0	–	–	–	78
2022 Q4	–	Hold	0	–	–	–	74
2022 Q3	–	Hold	0	–	–	–	73
2022 Q2	–	Hold	0	–	–	–	62
2022 Q1	–	Hold	0	–	–	–	58

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

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. 914 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.
914 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.