Steph & Co’s Estee Lauder EL Stock Holding History

Steph & Co’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	-76	Closed	-$8.09K	–	298
2024 Q2	$8.09K	Buy	76 +6	+9%	+$787	﹤0.01%	246
2024 Q1	$10.8K	Buy	+70	New	+$9.93K	﹤0.01%	254

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

Steph & Co's EL Position: Q3 2024 in Review

Steph & Co sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 76 shares — an estimated $8.09K sold.

Steph & Co first reported a position in EL in Q1 2024 and held it in 2 quarters. The position peaked at $10.8K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Steph & Co reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Steph & Co sold 76 Estee Lauder shares in Q3 2024, an estimated $8.09K.
Steph & Co first reported a position in Estee Lauder in Q1 2024 and held it in 2 quarters.
Steph & Co's Estee Lauder position peaked at $10.8K in Q1 2024.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Steph & Co's 13F filing for Q3 2024, filed 15 Oct 2024.