Sugarloaf Wealth Management’s Estee Lauder EL Stock Holding History

Sugarloaf Wealth Management’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 Q4	$75	Hold	1	–	–	﹤0.01%	681
2024 Q3	$100	Hold	1	–	–	﹤0.01%	665
2024 Q2	$106	Hold	1	–	–	﹤0.01%	652
2024 Q1	$154	Hold	1	–	–	﹤0.01%	660
2023 Q4	$146	Hold	1	–	–	﹤0.01%	669
2023 Q3	$145	Hold	1	–	–	﹤0.01%	666
2023 Q2	$196	Hold	1	–	–	﹤0.01%	671
2023 Q1	$246	Sell	1 -3	-75%	-$762	﹤0.01%	674
2022 Q4	$992	Sell	4 -17	-81%	-$3.8K	﹤0.01%	706
2022 Q3	$5K	Buy	21 +20	+2,000%	+$5.11K	﹤0.01%	612
2022 Q2	$0	Hold	1	–	–	﹤0.01%	791
2022 Q1	$0	Sell	1 -76	-99%	-$22.9K	﹤0.01%	726
2021 Q4	$28K	Hold	77	–	–	0.01%	378
2021 Q3	$23K	Hold	77	–	–	0.01%	397
2021 Q2	$24K	Buy	77 +1	+1%	+$303	0.01%	386
2021 Q1	$22	Buy	76 +75	+7,500%	+$20.5K	0.01%	384
2020 Q4	$0	Hold	1	–	–	﹤0.01%	729
2020 Q3	$0	Hold	1	–	–	﹤0.01%	684
2020 Q2	$0	Hold	1	–	–	﹤0.01%	687
2020 Q1	$0	Hold	1	–	–	﹤0.01%	697
2019 Q4	$0	Buy	+1	New	+$194	﹤0.01%	696

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sugarloaf Wealth Management's EL Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Estee Lauder (EL) position steady in Q4 2024 at 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Sugarloaf Wealth Management first reported a position in EL in Q4 2019 and has held it in 21 quarters since. The position peaked at $28K in Q4 2021. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Sugarloaf Wealth Management held 1 share of Estee Lauder worth $75 as of Q4 2024.
Sugarloaf Wealth Management left its Estee Lauder share count unchanged in Q4 2024.
Estee Lauder made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #681 holding.
Sugarloaf Wealth Management first reported a position in Estee Lauder in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Estee Lauder position peaked at $28K in Q4 2021.
840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.