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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stonegate Investment Group's EL Position: Q3 2024 in Review

Stonegate Investment Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 2,420 shares — an estimated $257K sold.

Stonegate Investment Group first reported a position in EL in Q4 2021 and held it in 11 quarters. The position peaked at $547K in Q2 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Stonegate Investment Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 2,420 Estee Lauder shares in Q3 2024, an estimated $257K.
  • Stonegate Investment Group first reported a position in Estee Lauder in Q4 2021 and held it in 11 quarters.
  • Stonegate Investment Group's Estee Lauder position peaked at $547K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Stonegate Investment Group's 13F filing for Q3 2024, filed 17 Oct 2024.