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United Asset Strategies’s Estee Lauder EL Stock Holding History

United Asset Strategies’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
-6,619
Closed -$660K – 235
2024
Q3 		$660K Sell
6,619
-302
-4% -$28.6K 0.06% 172
2024
Q2 		$736K Buy
6,921
+696
+11% +$91.3K 0.07% 156
2024
Q1 		$960K Sell
6,225
-20,874
-77% -$2.96M 0.1% 147
2023
Q4 		$3.96M Buy
27,099
+14,316
+112% +$1.9M 0.45% 59
2023
Q3 		$1.85M Sell
12,783
-12,404
-49% -$2.07M 0.24% 89
2023
Q2 		$4.95M Buy
25,187
+138
+0.6% +$29.3K 0.62% 48
2023
Q1 		$6.17M Buy
25,049
+663
+3% +$168K 0.81% 43
2022
Q4 		$6.05M Buy
24,386
+503
+2% +$112K 0.84% 44
2022
Q3 		$5.16M Buy
+23,883
New +$6.1M 0.79% 43
2020
Q3 		– Sell
-2,517
Closed -$475K – 195
2020
Q2 		$475K Sell
2,517
-188
-7% -$33.6K 0.09% 132
2020
Q1 		$431K Buy
+2,705
New +$522K 0.11% 127
2018
Q3 		– Sell
-3,601
Closed -$514K – 207
2018
Q2 		$514K Sell
3,601
-4,963
-58% -$735K 0.14% 137
2018
Q1 		$1.28M Buy
8,564
+3,661
+75% +$507K 0.38% 68
2017
Q4 		$624K Buy
4,903
+615
+14% +$73.9K 0.17% 113
2017
Q3 		$462K Buy
4,288
+900
+27% +$92.4K 0.26% 72
2017
Q2 		$325K Buy
+3,388
New +$311K 0.1% 119

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 $3.38T AUM 44.17% 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

United Asset Strategies's EL Position: Q4 2024 in Review

United Asset Strategies sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 6,619 shares — an estimated $660K sold.

United Asset Strategies first reported a position in EL in Q2 2017 and held it in 16 quarters. The position peaked at $6.17M in Q1 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • United Asset Strategies reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • United Asset Strategies sold 6,619 Estee Lauder shares in Q4 2024, an estimated $660K.
  • United Asset Strategies first reported a position in Estee Lauder in Q2 2017 and held it in 16 quarters.
  • United Asset Strategies's Estee Lauder position peaked at $6.17M in Q1 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on United Asset Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.