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Tyler-Stone Wealth Management’s Estee Lauder EL Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-50
Closed -$5.32K – 477
2024
Q2 		$5.32K Hold
50
– – ﹤0.01% 748
2024
Q1 		$7.71K Sell
50
-5
-9% -$709 ﹤0.01% 692
2023
Q4 		$8.04K Hold
55
– – ﹤0.01% 666
2023
Q3 		$8K Hold
55
– – ﹤0.01% 644
2023
Q2 		$11K Buy
+55
New +$11.7K 0.01% 586
2022
Q4 		$9K Hold
38
– – 0.01% 568
2022
Q3 		$8K Hold
38
– – 0.01% 573
2022
Q2 		$10K Buy
38
+33
+660% +$8.37K 0.01% 546
2022
Q1 		$1K Sell
5
-3
-38% -$903 ﹤0.01% 778
2021
Q4 		$3K Buy
+8
New +$2.71K ﹤0.01% 753

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tyler-Stone Wealth Management's EL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 50 shares — an estimated $5.32K sold.

Tyler-Stone Wealth Management first reported a position in EL in Q4 2021 and held it in 10 quarters. The position peaked at $11K in Q2 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 50 Estee Lauder shares in Q3 2024, an estimated $5.32K.
  • Tyler-Stone Wealth Management first reported a position in Estee Lauder in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Estee Lauder position peaked at $11K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.