Atticus Wealth Management’s Estee Lauder EL Stock Holding History

Atticus Wealth Management’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	–	Sell	-33	Closed	-$2.67K	–	323
2025 Q2	$2.67K	Buy	+33	New	+$2.12K	﹤0.01%	555
2022 Q4	–	Sell	-36	Closed	-$9K	–	566
2022 Q3	$9K	Hold	36	–	–	﹤0.01%	384
2022 Q2	$9K	Hold	36	–	–	﹤0.01%	415
2022 Q1	$10K	Buy	+36	New	+$10.8K	﹤0.01%	405
2021 Q4	–	Sell	-10	Closed	-$3K	–	453
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	374
2021 Q2	$3K	Sell	10 -200	-95%	-$60.6K	﹤0.01%	339
2021 Q1	$61K	Sell	210 -8	-4%	-$2.19K	0.03%	195
2020 Q4	$58K	Buy	218 +200	+1,111%	+$48.1K	0.03%	197
2020 Q3	$4K	Sell	18 -15	-45%	-$3.09K	﹤0.01%	279
2020 Q2	$6K	Buy	33 +27	+450%	+$4.82K	﹤0.01%	261
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	288
2019 Q4	$1K	Buy	+6	New	+$1.17K	﹤0.01%	317

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

Atticus Wealth Management's EL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 33 shares — an estimated $2.67K sold.

Atticus Wealth Management first reported a position in EL in Q4 2019 and held it in 12 quarters. The position peaked at $61K in Q1 2021. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Atticus Wealth Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 33 Estee Lauder shares in Q3 2025, an estimated $2.67K.
Atticus Wealth Management first reported a position in Estee Lauder in Q4 2019 and held it in 12 quarters.
Atticus Wealth Management's Estee Lauder position peaked at $61K in Q1 2021.
821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.