TWM
EL icon

Tradition Wealth Management’s Estee Lauder EL Stock Holding History

Tradition 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
Q1 		– Sell
-25
Closed -$4K – 612
2023
Q4 		$4K Sell
25
-7
-22% -$929 ﹤0.01% 1175
2023
Q3 		$5K Buy
32
+9
+39% +$1.5K ﹤0.01% 1169
2023
Q2 		$5K Sell
23
-9
-28% -$1.91K ﹤0.01% 1197
2023
Q1 		$8K Buy
+32
New +$8.13K ﹤0.01% 1049
2022
Q2 		– Sell
-9
Closed -$3K – 1095
2022
Q1 		$3K Sell
9
-715
-99% -$215K ﹤0.01% 1101
2021
Q4 		$268K Hold
724
– – 0.03% 262
2021
Q3 		$217K Hold
724
– – 0.03% 265
2021
Q2 		$230K Buy
+724
New +$220K 0.03% 264
2021
Q1 		– Sell
-9
Closed -$2K – 858
2020
Q4 		$2K Buy
+9
New +$2.17K ﹤0.01% 934

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM