SWS
EL icon

SYSTM Wealth Solutions’s Estee Lauder EL Stock Holding History

SYSTM Wealth Solutions’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
-264
Closed -$28.1K – 260
2024
Q2 		$28.1K Sell
264
-36
-12% -$4.72K 0.01% 327
2024
Q1 		$46.3K Buy
300
+36
+14% +$5.11K 0.01% 593
2023
Q4 		$38.6K Buy
+264
New +$35K 0.01% 624
2023
Q3 		– Sell
-1,036
Closed -$204K – 473
2023
Q2 		$204K Buy
+1,036
New +$220K 0.03% 457

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B 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 $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's EL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 264 shares — an estimated $28.1K sold.

SYSTM Wealth Solutions first reported a position in EL in Q2 2023 and held it in 4 quarters. The position peaked at $204K in Q2 2023. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 264 Estee Lauder shares in Q3 2024, an estimated $28.1K.
  • SYSTM Wealth Solutions first reported a position in Estee Lauder in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Estee Lauder position peaked at $204K in Q2 2023.
  • 914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.