Amica Retiree Medical Trust’s Estee Lauder EL Stock Holding History

Amica Retiree Medical Trust’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
2025 Q3	$161K	Buy	1,822 +1,107	+155%	+$98.6K	0.22%	84
2025 Q2	$58K	Hold	715	–	–	0.08%	125
2025 Q1	$47K	Sell	715 -171	-19%	-$12.4K	0.07%	123
2024 Q4	$66K	Hold	886	–	–	0.06%	125
2024 Q3	$88K	Buy	+886	New	+$84K	0.07%	121
2023 Q3	$136K	Hold	940	–	–	0.16%	99
2023 Q2	$185K	Buy	+940	New	+$199K	0.21%	94
2022 Q4	–	Sell	-2,379	Closed	-$514K	–	96
2022 Q3	$514K	Buy	2,379 +146	+7%	+$37.3K	0.64%	55
2022 Q2	$569K	Buy	2,233 +181	+9%	+$45.9K	0.64%	58
2022 Q1	$559K	Buy	2,052 +822	+67%	+$247K	0.52%	66
2021 Q4	$455K	Hold	1,230	–	–	0.39%	81
2021 Q3	$369K	Sell	1,230 -541	-31%	-$177K	0.33%	88
2021 Q2	$563K	Hold	1,771	–	–	0.36%	89
2021 Q1	$515K	Hold	1,771	–	–	0.35%	94
2020 Q4	$471K	Buy	1,771 +449	+34%	+$108K	0.33%	93
2020 Q3	$289K	Hold	1,322	–	–	0.22%	107
2020 Q2	$249K	Hold	1,322	–	–	0.2%	140
2020 Q1	$211K	Hold	1,322	–	–	0.19%	153
2019 Q4	$273K	Hold	1,322	–	–	0.21%	135
2019 Q3	$263K	Buy	1,322 +422	+47%	+$80.7K	0.21%	143
2019 Q2	$165K	Buy	+900	New	+$154K	0.13%	198

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amica Retiree Medical Trust's EL Position: Q3 2025 in Review

Amica Retiree Medical Trust increased its Estee Lauder (EL) stake by 155% in Q3 2025, buying an estimated $98.6K and bringing the position to 1,822 shares worth $161K. The position accounts for 0.22% of the portfolio, ranked #84.

Amica Retiree Medical Trust first reported a position in EL in Q2 2019 and has held it in 21 quarters since. The position peaked at $569K in Q2 2022. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Amica Retiree Medical Trust held 1,822 shares of Estee Lauder worth $161K as of Q3 2025.
Amica Retiree Medical Trust bought 1,107 Estee Lauder shares in Q3 2025, an estimated $98.6K.
Estee Lauder made up 0.22% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #84 holding.
Amica Retiree Medical Trust first reported a position in Estee Lauder in Q2 2019 and has held it in 21 quarters since.
Amica Retiree Medical Trust's Estee Lauder position peaked at $569K in Q2 2022.
822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.