UBG
EL icon

United Bank (Georgia)’s Estee Lauder EL Stock Holding History

United Bank (Georgia)’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
-4,027
Closed -$428K – 104
2024
Q2 		$428K Buy
4,027
+320
+9% +$42K 0.21% 81
2024
Q1 		$571K Buy
3,707
+7
+0.2% +$993 0.29% 75
2023
Q4 		$541K Sell
3,700
-995
-21% -$132K 0.3% 73
2023
Q3 		$679K Sell
4,695
-169
-3% -$28.2K 0.41% 67
2023
Q2 		$955K Sell
4,864
-1,276
-21% -$271K 0.54% 58
2023
Q1 		$1.51M Buy
6,140
+400
+7% +$102K 0.89% 36
2022
Q4 		$1.42M Buy
5,740
+675
+13% +$151K 0.87% 40
2022
Q3 		$1.09M Sell
5,065
-765
-13% -$195K 0.73% 47
2022
Q2 		$1.49M Buy
5,830
+951
+19% +$241K 0.92% 40
2022
Q1 		$1.33M Buy
4,879
+88
+2% +$26.5K 0.7% 50
2021
Q4 		$1.77M Buy
4,791
+75
+2% +$25.5K 0.95% 36
2021
Q3 		$1.41M Buy
4,716
+251
+6% +$82K 0.9% 46
2021
Q2 		$1.42M Buy
4,465
+402
+10% +$122K 0.96% 42
2021
Q1 		$1.18M Sell
4,063
-755
-16% -$207K 0.83% 49
2020
Q4 		$1.28M Buy
4,818
+79
+2% +$19K 0.92% 46
2020
Q3 		$1.03M Buy
4,739
+103
+2% +$21.2K 0.86% 48
2020
Q2 		$875K Buy
4,636
+1,743
+60% +$311K 0.82% 50
2020
Q1 		$461K Sell
2,893
-643
-18% -$124K 0.48% 59
2019
Q4 		$730K Buy
3,536
+405
+13% +$78.7K 0.49% 58
2019
Q3 		$623K Buy
3,131
+94
+3% +$18K 0.46% 63
2019
Q2 		$556K Buy
3,037
+169
+6% +$28.9K 0.43% 60
2019
Q1 		$475K Buy
2,868
+277
+11% +$40.7K 0.38% 60
2018
Q4 		$337K Buy
2,591
+721
+39% +$97.9K 0.31% 61
2018
Q3 		$272K Buy
+1,870
New +$260K 0.22% 70

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

United Bank (Georgia)'s EL Position: Q3 2024 in Review

United Bank (Georgia) sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 4,027 shares — an estimated $428K sold.

United Bank (Georgia) first reported a position in EL in Q3 2018 and held it in 24 quarters. The position peaked at $1.77M in Q4 2021. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • United Bank (Georgia) reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • United Bank (Georgia) sold 4,027 Estee Lauder shares in Q3 2024, an estimated $428K.
  • United Bank (Georgia) first reported a position in Estee Lauder in Q3 2018 and held it in 24 quarters.
  • United Bank (Georgia)'s Estee Lauder position peaked at $1.77M in Q4 2021.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on United Bank (Georgia)'s 13F filing for Q3 2024, filed 1 Nov 2024.