TritonPoint Wealth’s Estee Lauder EL Stock Holding History

TritonPoint Wealth’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 Q2	–	Sell	-880	Closed	-$405K	–	328
2024 Q1	$405K	Sell	880 -1,908	-68%	-$271K	0.04%	224
2023 Q4	$408K	Buy	+2,788	New	+$370K	0.04%	234

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

TritonPoint Wealth's EL Position: Q2 2024 in Review

TritonPoint Wealth sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 880 shares — an estimated $405K sold.

TritonPoint Wealth first reported a position in EL in Q4 2023 and held it in 2 quarters. The position peaked at $408K in Q4 2023. 990 funds tracked by Wall St. Rank hold EL as of Q2 2024.

TritonPoint Wealth reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
TritonPoint Wealth sold 880 Estee Lauder shares in Q2 2024, an estimated $405K.
TritonPoint Wealth first reported a position in Estee Lauder in Q4 2023 and held it in 2 quarters.
TritonPoint Wealth's Estee Lauder position peaked at $408K in Q4 2023.
990 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.