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	–	857
2020 Q4	$2K	Buy	+9	New	+$2.17K	﹤0.01%	934

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tradition Wealth Management's EL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 25 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in EL in Q4 2020 and held it in 9 quarters. The position peaked at $268K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EL as of Q1 2024.

Tradition Wealth Management reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 25 Estee Lauder shares in Q1 2024, an estimated $4K.
Tradition Wealth Management first reported a position in Estee Lauder in Q4 2020 and held it in 9 quarters.
Tradition Wealth Management's Estee Lauder position peaked at $268K in Q4 2021.
1,060 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.