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Stonegate Investment Group’s Estee Lauder EL Stock Holding History

Stonegate Investment Group’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
-2,420
Closed -$257K – 417
2024
Q2 		$257K Buy
2,420
+230
+11% +$30.2K 0.01% 292
2024
Q1 		$338K Sell
2,190
-980
-31% -$139K 0.01% 252
2023
Q4 		$464K Sell
3,170
-186
-6% -$24.7K 0.02% 217
2023
Q3 		$485K Buy
3,356
+572
+21% +$95.4K 0.02% 200
2023
Q2 		$547K Buy
2,784
+727
+35% +$154K 0.02% 199
2023
Q1 		$507K Sell
2,057
-9
-0.4% -$2.29K 0.02% 210
2022
Q4 		$513K Buy
2,066
+754
+57% +$168K 0.02% 204
2022
Q3 		$283K Buy
1,312
+333
+34% +$85K 0.01% 232
2022
Q2 		$249K Sell
979
-29
-3% -$7.36K 0.01% 252
2022
Q1 		$274K Sell
1,008
-54
-5% -$16.2K 0.01% 215
2021
Q4 		$393K Buy
+1,062
New +$360K 0.02% 193

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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 $1.47T AUM 27.86% 1-Year Est. Return