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XR Securities’s Estee Lauder EL Stock Holding History

XR Securities’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
-5,800
Closed -$617K – 196
2024
Q2 		$617K Sell
5,800
-7,400
-56% -$971K 0.11% 136
2024
Q1 		$2.03M Buy
13,200
+7,500
+132% +$1.06M 0.06% 81
2023
Q4 		$834K Buy
5,700
+4,000
+235% +$531K 0.03% 211
2023
Q3 		$246K Hold
1,700
– – 0.02% 343
2023
Q2 		$334K Buy
+1,700
New +$361K 0.02% 281

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

XR Securities's EL Position: Q4 2024 in Review

XR Securities sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,107 shares — an estimated $210K sold.

XR Securities first reported a position in EL in Q1 2021 and held it in 7 quarters. The position peaked at $1.45M in Q1 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • XR Securities reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • XR Securities sold 2,107 Estee Lauder shares in Q4 2024, an estimated $210K.
  • XR Securities first reported a position in Estee Lauder in Q1 2021 and held it in 7 quarters.
  • XR Securities's Estee Lauder position peaked at $1.45M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on XR Securities's 13F filing for Q4 2024, filed 17 Jan 2025.