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Union Savings Bank’s Estee Lauder EL Stock Holding History

Union Savings Bank’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
-58
Closed -$6.17K – 300
2024
Q2 		$6.17K Sell
58
-482
-89% -$63.2K ﹤0.01% 286
2024
Q1 		$83.2K Sell
540
-1,373
-72% -$195K 0.04% 190
2023
Q4 		$280K Buy
1,913
+5
+0.3% +$664 0.16% 112
2023
Q3 		$276K Hold
1,908
– – 0.17% 107
2023
Q2 		$343K Buy
+1,908
New +$405K 0.21% 98

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

Union Savings Bank's EL Position: Q3 2024 in Review

Union Savings Bank sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 58 shares — an estimated $6.17K sold.

Union Savings Bank first reported a position in EL in Q2 2023 and held it in 5 quarters. The position peaked at $343K in Q2 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Union Savings Bank reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Union Savings Bank sold 58 Estee Lauder shares in Q3 2024, an estimated $6.17K.
  • Union Savings Bank first reported a position in Estee Lauder in Q2 2023 and held it in 5 quarters.
  • Union Savings Bank's Estee Lauder position peaked at $343K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Union Savings Bank's 13F filing for Q3 2024, filed 15 Oct 2024.