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Welch & Forbes’s Estee Lauder EL Stock Holding History

Welch & Forbes’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
-2,450
Closed -$244K – 384
2024
Q3 		$244K Hold
2,450
– – ﹤0.01% 359
2024
Q2 		$255K Hold
2,450
– – ﹤0.01% 345
2024
Q1 		$378K Hold
2,450
– – 0.01% 314
2023
Q4 		$358K Sell
2,450
-640
-21% -$84.9K 0.01% 314
2023
Q3 		$447K Sell
3,090
-895
-22% -$149K 0.01% 293
2023
Q2 		$783K Buy
3,985
+9
+0.2% +$1.91K 0.01% 245
2023
Q1 		$980K Sell
3,976
-91
-2% -$23.1K 0.02% 235
2022
Q4 		$1.01M Buy
4,067
+18
+0.4% +$4.02K 0.02% 231
2022
Q3 		$875K Buy
4,049
+152
+4% +$38.8K 0.02% 240
2022
Q2 		$992K Hold
3,897
– – 0.02% 231
2022
Q1 		$1.06M Sell
3,897
-700
-15% -$211K 0.02% 226
2021
Q4 		$1.7M Sell
4,597
-10
-0.2% -$3.39K 0.03% 193
2021
Q3 		$1.38M Hold
4,607
– – 0.02% 205
2021
Q2 		$1.47M Buy
4,607
+3,150
+216% +$955K 0.02% 198
2021
Q1 		$423K Hold
1,457
– – 0.01% 300
2020
Q4 		$388K Hold
1,457
– – 0.01% 304
2020
Q3 		$318K Hold
1,457
– – 0.01% 299
2020
Q2 		$274K Hold
1,457
– – 0.01% 311
2020
Q1 		$232K Hold
1,457
– – 0.01% 300
2019
Q4 		$300K Buy
1,457
+10
+0.7% +$1.94K 0.01% 309
2019
Q3 		$288K Buy
+1,447
New +$277K 0.01% 311

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Welch & Forbes's EL Position: Q4 2024 in Review

Welch & Forbes sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,450 shares — an estimated $244K sold.

Welch & Forbes first reported a position in EL in Q3 2019 and held it in 21 quarters. The position peaked at $1.7M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Welch & Forbes reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Welch & Forbes sold 2,450 Estee Lauder shares in Q4 2024, an estimated $244K.
  • Welch & Forbes first reported a position in Estee Lauder in Q3 2019 and held it in 21 quarters.
  • Welch & Forbes's Estee Lauder position peaked at $1.7M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Welch & Forbes's 13F filing for Q4 2024, filed 7 Feb 2025.