AWM
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Avior Wealth Management’s Estee Lauder EL Stock Holding History

Avior 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
Q1 		– Sell
-60
Closed -$4.5K – 1203
2024
Q4 		$4.5K Sell
60
-30
-33% -$2.37K ﹤0.01% 1890
2024
Q3 		$8.97K Buy
90
+25
+38% +$2.37K ﹤0.01% 1596
2024
Q2 		$6.92K Sell
65
-86
-57% -$11.3K ﹤0.01% 1626
2024
Q1 		$23.3K Buy
151
+115
+319% +$16.3K ﹤0.01% 1536
2023
Q4 		$5.26K Hold
36
– – ﹤0.01% 1128
2023
Q3 		$5.2K Buy
36
+26
+260% +$4.33K ﹤0.01% 1181
2023
Q2 		$1.96K Hold
10
– – ﹤0.01% 1353
2023
Q1 		$2.46K Hold
10
– – ﹤0.01% 1371
2022
Q4 		$2.48K Hold
10
– – ﹤0.01% 1034
2022
Q3 		$2K Hold
10
– – ﹤0.01% 1022
2022
Q2 		$2K Hold
10
– – ﹤0.01% 938
2022
Q1 		$2K Hold
10
– – ﹤0.01% 978
2021
Q4 		$3K Hold
10
– – ﹤0.01% 934
2021
Q3 		$2K Hold
10
– – ﹤0.01% 935
2021
Q2 		$3K Hold
10
– – ﹤0.01% 861
2021
Q1 		$2K Sell
10
-24
-71% -$6.57K ﹤0.01% 906
2020
Q4 		$9K Buy
34
+24
+240% +$5.77K ﹤0.01% 722
2020
Q3 		$2K Hold
10
– – ﹤0.01% 821
2020
Q2 		$1K Hold
10
– – ﹤0.01% 839
2020
Q1 		$1K Sell
10
-37
-79% -$7.14K ﹤0.01% 718
2019
Q4 		$9K Buy
47
+37
+370% +$7.19K ﹤0.01% 606
2019
Q3 		$1K Buy
+10
New +$1.91K ﹤0.01% 711
2019
Q2 		– Sell
-85
Closed -$14K – 843
2019
Q1 		$14K Buy
+85
New +$12.5K ﹤0.01% 513
2018
Q3 		– Sell
-1,052
Closed -$150K – 742
2018
Q2 		$150K Buy
+1,052
New +$156K 0.03% 392

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Avior Wealth Management's EL Position: Q1 2025 in Review

Avior Wealth Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 60 shares — an estimated $4.5K sold.

Avior Wealth Management first reported a position in EL in Q2 2018 and held it in 24 quarters. The position peaked at $150K in Q2 2018. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Avior Wealth Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 60 Estee Lauder shares in Q1 2025, an estimated $4.5K.
  • Avior Wealth Management first reported a position in Estee Lauder in Q2 2018 and held it in 24 quarters.
  • Avior Wealth Management's Estee Lauder position peaked at $150K in Q2 2018.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.