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Strid Group’s Estee Lauder EL Stock Holding History

Strid 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
-1,962
Closed -$209K – 61
2024
Q2 		$209K Buy
1,962
+9
+0.5% +$1.18K 0.03% 57
2024
Q1 		$301K Hold
1,953
– – 0.05% 43
2023
Q4 		$286K Hold
1,953
– – 0.06% 43
2023
Q3 		$282K Hold
1,953
– – 0.06% 40
2023
Q2 		$384K Hold
1,953
– – 0.08% 39
2023
Q1 		$481K Hold
1,953
– – 0.11% 33
2022
Q4 		$485K Hold
1,953
– – 0.12% 34
2022
Q3 		$422K Buy
1,953
+1
+0.1% +$255 0.11% 33
2022
Q2 		$497K Hold
1,952
– – 0.11% 29
2022
Q1 		$532K Sell
1,952
-20
-1% -$6.02K 0.11% 27
2021
Q4 		$730K Buy
1,972
+10
+0.5% +$3.39K 0.15% 24
2021
Q3 		$588K Hold
1,962
– – 0.13% 27
2021
Q2 		$637K Buy
1,962
+10
+0.5% +$3.03K 0.14% 27
2021
Q1 		$568K Hold
1,952
– – 0.14% 26
2020
Q4 		$520K Sell
1,952
-148
-7% -$35.6K 0.14% 27
2020
Q3 		$458K Hold
2,100
– – 0.14% 26
2020
Q2 		$396K Hold
2,100
– – 0.13% 22
2020
Q1 		$335K Hold
2,100
– – 0.14% 22
2019
Q4 		$434K Hold
2,100
– – 0.14% 20
2019
Q3 		$418K Buy
2,100
+100
+5% +$19.1K 0.14% 19
2019
Q2 		$366K Buy
+2,000
New +$342K 0.13% 19
2016
Q1 		– Sell
-18,556
Closed -$1.58M – 41
2015
Q4 		$1.58M Buy
+18,556
New +$1.58M 0.67% 16

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

Strid Group's EL Position: Q3 2024 in Review

Strid Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 1,962 shares — an estimated $209K sold.

Strid Group first reported a position in EL in Q4 2015 and held it in 22 quarters. The position peaked at $1.58M in Q4 2015. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Strid Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Strid Group sold 1,962 Estee Lauder shares in Q3 2024, an estimated $209K.
  • Strid Group first reported a position in Estee Lauder in Q4 2015 and held it in 22 quarters.
  • Strid Group's Estee Lauder position peaked at $1.58M in Q4 2015.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Strid Group's 13F filing for Q3 2024, filed 16 Oct 2024.