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Strategic Advisors’s Estee Lauder EL Stock Holding History

Strategic 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 		– Sell
-9,749
Closed -$1.04M – 208
2024
Q2 		$1.04M Sell
9,749
-7
-0.1% -$918 0.2% 96
2024
Q1 		$1.5M Hold
9,756
– – 0.3% 77
2023
Q4 		$1.43M Buy
9,756
+1,000
+11% +$133K 0.27% 80
2023
Q3 		$1.27M Buy
8,756
+1,961
+29% +$327K 0.25% 83
2023
Q2 		$1.33M Buy
6,795
+1,395
+26% +$296K 0.25% 78
2023
Q1 		$1.33M Sell
5,400
-816
-13% -$207K 0.27% 74
2022
Q4 		$1.54M Sell
6,216
-156
-2% -$34.8K 0.34% 67
2022
Q3 		$1.38M Sell
6,372
-349
-5% -$89.1K 0.3% 75
2022
Q2 		$1.71M Buy
6,721
+1,642
+32% +$417K 0.36% 68
2022
Q1 		$1.38M Buy
5,079
+1,037
+26% +$312K 0.24% 84
2021
Q4 		$1.5M Buy
4,042
+119
+3% +$40.4K 0.21% 89
2021
Q3 		$1.18M Buy
3,923
+176
+5% +$57.5K 0.25% 98
2021
Q2 		$1.19M Buy
+3,747
New +$1.14M 0.31% 70
2020
Q1 		– Sell
-3,335
Closed -$689K – 150
2019
Q4 		$689K Sell
3,335
-69
-2% -$13.4K 0.24% 88
2019
Q3 		$677K Buy
3,404
+179
+6% +$34.2K 0.25% 87
2019
Q2 		$590K Sell
3,225
-1,445
-31% -$247K 0.22% 86
2019
Q1 		$773K Sell
4,670
-157
-3% -$23.1K 0.3% 76
2018
Q4 		$628K Buy
4,827
+2,614
+118% +$355K 0.27% 75
2018
Q3 		$322K Buy
+2,213
New +$307K 0.12% 124

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 $3.37T AUM 44.26% 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

Strategic Advisors's EL Position: Q3 2024 in Review

Strategic Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 9,749 shares — an estimated $1.04M sold.

Strategic Advisors first reported a position in EL in Q3 2018 and held it in 19 quarters. The position peaked at $1.71M in Q2 2022. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Strategic Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Strategic Advisors sold 9,749 Estee Lauder shares in Q3 2024, an estimated $1.04M.
  • Strategic Advisors first reported a position in Estee Lauder in Q3 2018 and held it in 19 quarters.
  • Strategic Advisors's Estee Lauder position peaked at $1.71M in Q2 2022.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Strategic Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.