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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 $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