WealthCollab’s Estee Lauder EL Stock Holding History

WealthCollab’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	-38	Closed	-$4.04K	–	905
2024 Q2	$4.04K	Hold	38	–	–	﹤0.01%	635
2024 Q1	$5.86K	Sell	38 -42	-53%	-$5.96K	﹤0.01%	546
2023 Q4	$11.7K	Buy	+80	New	+$10.6K	0.01%	375

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

WealthCollab's EL Position: Q3 2024 in Review

WealthCollab sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 38 shares — an estimated $4.04K sold.

WealthCollab first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $11.7K in Q4 2023. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

WealthCollab reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
WealthCollab sold 38 Estee Lauder shares in Q3 2024, an estimated $4.04K.
WealthCollab first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
WealthCollab's Estee Lauder position peaked at $11.7K in Q4 2023.
916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on WealthCollab's 13F filing for Q3 2024, filed 14 Nov 2024.