WTA
EL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return