VisionPoint Advisory Group’s Estee Lauder EL Stock Holding History

VisionPoint Advisory 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	-30	Closed	-$3.19K	–	394
2024 Q2	$3.19K	Sell	30 -14	-32%	-$1.84K	﹤0.01%	607
2024 Q1	$6.78K	Sell	44 -15	-25%	-$2.13K	﹤0.01%	503
2023 Q4	$8.52K	Buy	59 +14	+31%	+$1.86K	﹤0.01%	435
2023 Q3	$6.53K	Hold	45	–	–	﹤0.01%	479
2023 Q2	$8.86K	Buy	+45	New	+$9.55K	﹤0.01%	413
2021 Q1	–	Sell	-801	Closed	-$213K	–	121
2020 Q4	$213K	Sell	801 -451	-36%	-$109K	0.11%	132
2020 Q3	$273K	Sell	1,252 -238	-16%	-$49K	0.12%	99
2020 Q2	$286K	Buy	1,490 +46	+3%	+$8.22K	0.12%	86
2020 Q1	$230K	Buy	+1,444	New	+$279K	0.11%	101

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VisionPoint Advisory Group's EL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 30 shares — an estimated $3.19K sold.

VisionPoint Advisory Group first reported a position in EL in Q1 2020 and held it in 9 quarters. The position peaked at $286K in Q2 2020. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

VisionPoint Advisory Group reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 30 Estee Lauder shares in Q3 2024, an estimated $3.19K.
VisionPoint Advisory Group first reported a position in Estee Lauder in Q1 2020 and held it in 9 quarters.
VisionPoint Advisory Group's Estee Lauder position peaked at $286K in Q2 2020.
915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.