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WR Wealth Planners’s Estee Lauder EL Stock Holding History

WR Wealth Planners’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
-13
Closed -$1.38K – 1159
2024
Q2 		$1.38K Buy
13
+5
+63% +$656 ﹤0.01% 934
2024
Q1 		$1.23K Buy
+8
New +$1.14K ﹤0.01% 943
2023
Q4 		– Sell
-11
Closed -$1.59K – 377
2023
Q3 		$1.59K Hold
11
– – ﹤0.01% 802
2023
Q2 		$2.16K Sell
11
-519
-98% -$110K ﹤0.01% 766
2023
Q1 		$131K Buy
+530
New +$135K 0.06% 208

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's EL Position: Q3 2024 in Review

WR Wealth Planners sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 13 shares — an estimated $1.38K sold.

WR Wealth Planners first reported a position in EL in Q1 2023 and held it in 5 quarters. The position peaked at $131K in Q1 2023. 915 funds tracked by Wall St. Rank hold EL as of Q3 2024.

  • WR Wealth Planners reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 13 Estee Lauder shares in Q3 2024, an estimated $1.38K.
  • WR Wealth Planners first reported a position in Estee Lauder in Q1 2023 and held it in 5 quarters.
  • WR Wealth Planners's Estee Lauder position peaked at $131K in Q1 2023.
  • 915 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.