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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return