Vantage Wealth’s Estee Lauder EL Stock Holding History

Vantage Wealth’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
2023 Q4	–	Sell	-71,785	Closed	-$10.4M	–	42
2023 Q3	$10.4M	Sell	71,785 -1,845	-3%	-$308K	2.6%	23
2023 Q2	$14.5M	Buy	+73,630	New	+$15.6M	3.72%	21

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vantage Wealth's EL Position: Q4 2023 in Review

Vantage Wealth sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 71,785 shares — an estimated $10.4M sold.

Vantage Wealth first reported a position in EL in Q2 2023 and held it in 2 quarters. The position peaked at $14.5M in Q2 2023. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Vantage Wealth reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Vantage Wealth sold 71,785 Estee Lauder shares in Q4 2023, an estimated $10.4M.
Vantage Wealth first reported a position in Estee Lauder in Q2 2023 and held it in 2 quarters.
Vantage Wealth's Estee Lauder position peaked at $14.5M in Q2 2023.
1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Vantage Wealth's 13F filing for Q4 2023, filed 9 Jan 2024.