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TFO Wealth Partners’s Estee Lauder EL Stock Holding History

TFO Wealth Partners’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
2023
Q4 		– Sell
-3
Closed -$589 – 977
2023
Q3 		$589 Buy
+3
New +$500 ﹤0.01% 410
2022
Q3 		– Sell
-11
Closed -$3K – 242
2022
Q2 		$3K Buy
+11
New +$2.79K ﹤0.01% 261
2020
Q4 		– Sell
-17
Closed -$4K – 101
2020
Q3 		$4K Buy
+17
New +$3.5K ﹤0.01% 110

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's EL Position: Q4 2023 in Review

TFO Wealth Partners sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 3 shares — an estimated $589 sold.

TFO Wealth Partners first reported a position in EL in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q3 2020. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • TFO Wealth Partners reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Estee Lauder shares in Q4 2023, an estimated $589.
  • TFO Wealth Partners first reported a position in Estee Lauder in Q3 2020 and held it in 3 quarters.
  • TFO Wealth Partners's Estee Lauder position peaked at $4K in Q3 2020.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.