UAS
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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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return