The Family Firm’s Estee Lauder EL Stock Holding History

The Family Firm’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	-117	Closed	-$12.5K	–	386
2024 Q2	$12.5K	Buy	+117	New	+$15.3K	﹤0.01%	646

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

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

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

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

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

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

The Family Firm's EL Position: Q3 2024 in Review

The Family Firm sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 117 shares — an estimated $12.5K sold.

The Family Firm first reported a position in EL in Q2 2024 and held it in 1 quarter. The position peaked at $12.5K in Q2 2024. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

The Family Firm reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 117 Estee Lauder shares in Q3 2024, an estimated $12.5K.
The Family Firm first reported a position in Estee Lauder in Q2 2024 and held it in 1 quarter.
The Family Firm's Estee Lauder position peaked at $12.5K in Q2 2024.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.