WA
EL icon

Wealth Alliance’s Estee Lauder EL Stock Holding History

Wealth Alliance’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
-3,183
Closed -$339K – 532
2024
Q2 		$339K Sell
3,183
-286
-8% -$37.5K 0.04% 358
2024
Q1 		$535K Sell
3,469
-158
-4% -$22.4K 0.07% 259
2023
Q4 		$530K Buy
3,627
+260
+8% +$34.5K 0.07% 247
2023
Q3 		$487K Sell
3,367
-544
-14% -$90.7K 0.08% 243
2023
Q2 		$768K Sell
3,911
-108
-3% -$22.9K 0.11% 180
2023
Q1 		$991K Sell
4,019
-98
-2% -$24.9K 0.16% 139
2022
Q4 		$1.02M Buy
4,117
+633
+18% +$141K 0.18% 131
2022
Q3 		$752K Sell
3,484
-446
-11% -$114K 0.15% 149
2022
Q2 		$1M Buy
3,930
+1,412
+56% +$358K 0.19% 122
2022
Q1 		$686K Sell
2,518
-236
-9% -$71K 0.14% 158
2021
Q4 		$1.02M Sell
2,754
-26
-0.9% -$8.82K 0.2% 114
2021
Q3 		$833K Buy
2,780
+1,680
+153% +$549K 0.19% 120
2021
Q2 		$350K Buy
1,100
+186
+20% +$56.4K 0.08% 281
2021
Q1 		$266K Buy
914
+109
+14% +$29.8K 0.07% 322
2020
Q4 		$214K Buy
+805
New +$194K 0.06% 354

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Alliance's EL Position: Q3 2024 in Review

Wealth Alliance sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 3,183 shares — an estimated $339K sold.

Wealth Alliance first reported a position in EL in Q4 2020 and held it in 15 quarters. The position peaked at $1.02M in Q4 2022. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Wealth Alliance reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Wealth Alliance sold 3,183 Estee Lauder shares in Q3 2024, an estimated $339K.
  • Wealth Alliance first reported a position in Estee Lauder in Q4 2020 and held it in 15 quarters.
  • Wealth Alliance's Estee Lauder position peaked at $1.02M in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Wealth Alliance's 13F filing for Q3 2024, filed 4 Nov 2024.