WI
EL icon

Wafra Inc’s Estee Lauder EL Stock Holding History

Wafra Inc’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
Q2 		– Sell
-30,925
Closed -$4.77M – 18
2024
Q1 		$4.77M Buy
+30,925
New +$4.39M 0.25% 60
2018
Q3 		– Sell
-101,801
Closed -$14.5M – 86
2018
Q2 		$14.5M Buy
101,801
+31,790
+45% +$4.7M 0.54% 34
2018
Q1 		$10.5M Hold
70,011
– – 0.48% 46
2017
Q4 		$8.91M Sell
70,011
-25,056
-26% -$3.01M 0.41% 47
2017
Q3 		$10.3M Buy
95,067
+26,222
+38% +$2.69M 0.5% 44
2017
Q2 		$6.61M Buy
+68,845
New +$6.32M 0.33% 55

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wafra Inc's EL Position: Q2 2024 in Review

Wafra Inc sold out of Estee Lauder (EL) in Q2 2024, closing a stake of 30,925 shares — an estimated $4.77M sold.

Wafra Inc first reported a position in EL in Q2 2017 and held it in 6 quarters. The position peaked at $14.5M in Q2 2018. 988 funds tracked by Wall St. Rank hold EL as of Q2 2024.

  • Wafra Inc reported no remaining Estee Lauder position as of Q2 2024 after selling out during the quarter.
  • Wafra Inc sold 30,925 Estee Lauder shares in Q2 2024, an estimated $4.77M.
  • Wafra Inc first reported a position in Estee Lauder in Q2 2017 and held it in 6 quarters.
  • Wafra Inc's Estee Lauder position peaked at $14.5M in Q2 2018.
  • 988 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.