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Wetzel Investment Advisors’s Estee Lauder EL Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-870
Closed -$134K – 342
2024
Q2 		$134K Sell
870
-15
-2% -$1.97K 0.08% 149
2024
Q1 		$128K Buy
885
+68
+8% +$9.65K 0.08% 156
2023
Q4 		$119K Buy
+817
New +$108K 0.07% 161

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 $3.38T AUM 44.17% 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

Wetzel Investment Advisors's EL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 870 shares — an estimated $134K sold.

Wetzel Investment Advisors first reported a position in EL in Q4 2023 and held it in 3 quarters. The position peaked at $134K in Q2 2024. 916 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 870 Estee Lauder shares in Q3 2024, an estimated $134K.
  • Wetzel Investment Advisors first reported a position in Estee Lauder in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Estee Lauder position peaked at $134K in Q2 2024.
  • 916 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.