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Stone House Investment Management’s Estee Lauder EL Stock Holding History

Stone House Investment Management’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
-31
Closed -$3.3K – 391
2024
Q2 		$3.3K Sell
31
-15
-33% -$1.97K ﹤0.01% 306
2024
Q1 		$7.09K Buy
+46
New +$6.53K ﹤0.01% 261

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stone House Investment Management's EL Position: Q3 2024 in Review

Stone House Investment Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 31 shares — an estimated $3.3K sold.

Stone House Investment Management first reported a position in EL in Q1 2024 and held it in 2 quarters. The position peaked at $7.09K in Q1 2024. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Stone House Investment Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Stone House Investment Management sold 31 Estee Lauder shares in Q3 2024, an estimated $3.3K.
  • Stone House Investment Management first reported a position in Estee Lauder in Q1 2024 and held it in 2 quarters.
  • Stone House Investment Management's Estee Lauder position peaked at $7.09K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.