Systematic Portfolios’s Estee Lauder EL Stock Holding History

Systematic Portfolios’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 Q1	–	Sell	-1,870	Closed	-$273K	–	129
2023 Q4	$273K	Buy	+1,870	New	+$248K	0.83%	52

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Systematic Portfolios's EL Position: Q1 2024 in Review

Systematic Portfolios sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 1,870 shares — an estimated $273K sold.

Systematic Portfolios first reported a position in EL in Q4 2023 and held it in 1 quarter. The position peaked at $273K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Systematic Portfolios reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Systematic Portfolios sold 1,870 Estee Lauder shares in Q1 2024, an estimated $273K.
Systematic Portfolios first reported a position in Estee Lauder in Q4 2023 and held it in 1 quarter.
Systematic Portfolios's Estee Lauder position peaked at $273K in Q4 2023.
1,059 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Systematic Portfolios's 13F filing for Q1 2024, filed 15 May 2024.