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Vantage Consulting Group’s Estee Lauder EL Stock Holding History

Vantage Consulting Group’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
-3,509
Closed -$373K – 59
2024
Q2 		$373K Buy
3,509
+785
+29% +$103K 0.28% 45
2024
Q1 		$420K Sell
2,724
-275
-9% -$39K 0.27% 40
2023
Q4 		$439K Buy
2,999
+260
+9% +$34.5K 0.29% 39
2023
Q3 		$396K Sell
2,739
-29
-1% -$4.83K 0.27% 45
2023
Q2 		$544K Buy
2,768
+615
+29% +$130K 0.31% 18
2023
Q1 		$531K Buy
2,153
+5
+0.2% +$1.27K 0.3% 36
2022
Q4 		$533K Sell
2,148
-11
-0.5% -$2.46K 0.31% 18
2022
Q3 		$466K Buy
2,159
+116
+6% +$29.6K 0.27% 41
2022
Q2 		$520K Buy
2,043
+195
+11% +$49.5K 0.29% 24
2022
Q1 		$503K Buy
1,848
+325
+21% +$97.8K 0.2% 34
2021
Q4 		$564K Sell
1,523
-18
-1% -$6.11K 0.15% 34
2021
Q3 		$462K Sell
1,541
-163
-10% -$53.2K 0.1% 47
2021
Q2 		$542K Buy
1,704
+482
+39% +$146K 0.09% 22
2021
Q1 		$355K Buy
1,222
+254
+26% +$69.5K 0.07% 34
2020
Q4 		$258K Buy
+968
New +$233K 0.02% 20

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 $3.37T AUM 44.26% 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

Vantage Consulting Group's EL Position: Q3 2024 in Review

Vantage Consulting Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 3,509 shares — an estimated $373K sold.

Vantage Consulting Group first reported a position in EL in Q4 2020 and held it in 15 quarters. The position peaked at $564K in Q4 2021. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Vantage Consulting Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 3,509 Estee Lauder shares in Q3 2024, an estimated $373K.
  • Vantage Consulting Group first reported a position in Estee Lauder in Q4 2020 and held it in 15 quarters.
  • Vantage Consulting Group's Estee Lauder position peaked at $564K in Q4 2021.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.