Atlas Capital Advisors’s Estee Lauder EL Stock Holding History

Atlas Capital 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
2026 Q1	$104K	Hold	1,443	–	–	0.01%	530
2025 Q4	$151K	Buy	+1,443	New	+$140K	0.02%	461
2025 Q2	$117K	Hold	1,443	–	–	0.01%	507
2025 Q1	$95.2K	Hold	1,443	–	–	0.01%	558
2024 Q4	$108K	Buy	+1,443	New	+$114K	0.01%	507
2024 Q3	–	Sell	-1,443	Closed	-$154K	–	924
2024 Q2	$154K	Buy	+1,443	New	+$189K	0.02%	430
2024 Q1	–	Sell	-1,443	Closed	-$211K	–	913
2023 Q4	$211K	Hold	1,443	–	–	0.03%	361
2023 Q3	$209K	Hold	1,443	–	–	0.03%	348
2023 Q2	$283K	Hold	1,443	–	–	0.04%	303
2023 Q1	$356K	Hold	1,443	–	–	0.06%	256
2022 Q4	$358K	Hold	1,443	–	–	0.06%	233
2022 Q3	$312K	Hold	1,443	–	–	0.06%	260
2022 Q2	$367K	Sell	1,443 -546	-27%	-$139K	0.06%	246
2022 Q1	$542K	Sell	1,989 -87	-4%	-$26.2K	0.08%	207
2021 Q4	$769K	Buy	2,076 +295	+17%	+$100K	0.11%	152
2021 Q3	$534K	Buy	1,781 +286	+19%	+$93.4K	0.09%	193
2021 Q2	$476K	Buy	1,495 +6	+0.4%	+$1.82K	0.08%	220
2021 Q1	$433K	Buy	1,489 +46	+3%	+$12.6K	0.08%	222
2020 Q4	$384K	Sell	1,443 -252	-15%	-$60.6K	0.08%	216
2020 Q3	$370K	Hold	1,695	–	–	0.09%	221
2020 Q2	$320K	Hold	1,695	–	–	0.08%	237
2020 Q1	$270K	Hold	1,695	–	–	0.08%	223
2019 Q4	$350K	Hold	1,695	–	–	0.09%	244
2019 Q3	$337K	Hold	1,695	–	–	0.1%	243
2019 Q2	$310K	Hold	1,695	–	–	0.1%	235
2019 Q1	$281K	Hold	1,695	–	–	0.1%	223
2018 Q4	$221K	Sell	1,695 -934	-36%	-$127K	0.09%	242
2018 Q3	$377K	Hold	2,629	–	–	0.13%	208
2018 Q2	$374K	Hold	2,629	–	–	0.13%	197
2018 Q1	$394K	Buy	+2,629	New	+$364K	0.12%	217

Other funds holding EL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Eagle Capital Management (New York)

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon

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

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