Washington Trust Advisors’s Estee Lauder EL Stock Holding History

Washington Trust Advisors’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 Q4	–	Sell	-128	Closed	-$12.8K	–	663
2024 Q3	$12.8K	Buy	+128	New	+$12.1K	﹤0.01%	451
2024 Q2	–	Sell	-268	Closed	-$41.3K	–	667
2024 Q1	$41.3K	Hold	268	–	–	﹤0.01%	330
2023 Q4	$39.2K	Sell	268 -56	-17%	-$7.43K	﹤0.01%	336
2023 Q3	$46.8K	Buy	324 +97	+43%	+$16.2K	﹤0.01%	309
2023 Q2	$44.6K	Sell	227 -579	-72%	-$123K	﹤0.01%	306
2023 Q1	$199K	Sell	806 -116	-13%	-$29.5K	0.02%	182
2022 Q4	$229K	Sell	922 -354	-28%	-$79.1K	0.03%	173
2022 Q3	$275K	Sell	1,276 -149	-10%	-$38K	0.03%	172
2022 Q2	$362K	Buy	1,425 +95	+7%	+$24.1K	0.03%	151
2022 Q1	$363K	Sell	1,330 -74	-5%	-$22.3K	0.03%	180
2021 Q4	$520K	Buy	+1,404	New	+$477K	0.04%	158

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Washington Trust Advisors's EL Position: Q4 2024 in Review

Washington Trust Advisors sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 128 shares — an estimated $12.8K sold.

Washington Trust Advisors first reported a position in EL in Q4 2021 and held it in 11 quarters. The position peaked at $520K in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

Washington Trust Advisors reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
Washington Trust Advisors sold 128 Estee Lauder shares in Q4 2024, an estimated $12.8K.
Washington Trust Advisors first reported a position in Estee Lauder in Q4 2021 and held it in 11 quarters.
Washington Trust Advisors's Estee Lauder position peaked at $520K in Q4 2021.
841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.