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Triangle Securities Wealth Management’s Estee Lauder EL Stock Holding History

Triangle Securities 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
Q4 		– Sell
-3,831
Closed -$382K – 201
2024
Q3 		$382K Sell
3,831
-7,542
-66% -$715K 0.1% 171
2024
Q2 		$1.21M Buy
11,373
+975
+9% +$128K 0.34% 79
2024
Q1 		$1.6M Buy
10,398
+1,257
+14% +$178K 0.46% 68
2023
Q4 		$1.34M Sell
9,141
-240
-3% -$31.9K 0.42% 71
2023
Q3 		$1.36M Buy
9,381
+4,964
+112% +$828K 0.48% 66
2023
Q2 		$867K Buy
4,417
+239
+6% +$50.7K 0.3% 99
2023
Q1 		$1.03M Buy
4,178
+415
+11% +$105K 0.37% 83
2022
Q4 		$934K Buy
3,763
+286
+8% +$63.9K 0.34% 87
2022
Q3 		$751K Buy
3,477
+188
+6% +$48K 0.31% 92
2022
Q2 		$838K Buy
3,289
+784
+31% +$199K 0.33% 93
2022
Q1 		$682K Sell
2,505
-10
-0.4% -$3.01K 0.23% 118
2021
Q4 		$931K Buy
2,515
+33
+1% +$11.2K 0.29% 98
2021
Q3 		$744K Hold
2,482
– – 0.25% 109
2021
Q2 		$789K Hold
2,482
– – 0.27% 107
2021
Q1 		$722K Hold
2,482
– – 0.26% 108
2020
Q4 		$661K Hold
2,482
– – 0.26% 110
2020
Q3 		$542K Hold
2,482
– – 0.25% 108
2020
Q2 		$468K Buy
+2,482
New +$443K 0.22% 112

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Triangle Securities Wealth Management's EL Position: Q4 2024 in Review

Triangle Securities Wealth Management sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 3,831 shares — an estimated $382K sold.

Triangle Securities Wealth Management first reported a position in EL in Q2 2020 and held it in 18 quarters. The position peaked at $1.6M in Q1 2024. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Triangle Securities Wealth Management reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,831 Estee Lauder shares in Q4 2024, an estimated $382K.
  • Triangle Securities Wealth Management first reported a position in Estee Lauder in Q2 2020 and held it in 18 quarters.
  • Triangle Securities Wealth Management's Estee Lauder position peaked at $1.6M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.