Beacon Capital Management LLC (Tennessee)’s Estee Lauder EL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-35	Closed	-$2.79K	–	376
2025 Q2	$2.79K	Buy	35 +1	+3%	+$64	﹤0.01%	845
2025 Q1	$2.27K	Hold	34	–	–	﹤0.01%	919
2024 Q4	$2.56K	Hold	34	–	–	﹤0.01%	848
2024 Q3	$3.39K	Sell	34 -16	-32%	-$1.52K	﹤0.01%	898
2024 Q2	$5.34K	Buy	50 +16	+47%	+$2.1K	﹤0.01%	690
2024 Q1	$5.24K	Buy	34 +21	+162%	+$2.98K	﹤0.01%	691
2023 Q4	$1.88K	Sell	13 -5	-28%	-$664	﹤0.01%	801
2023 Q3	$3.54K	Hold	18	–	–	﹤0.01%	754
2023 Q2	$3.54K	Hold	18	–	–	﹤0.01%	754
2023 Q1	$4.44K	Hold	18	–	–	﹤0.01%	652
2022 Q4	$4.47K	Buy	+18	New	+$4.02K	﹤0.01%	672

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EL Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 35 shares — an estimated $2.79K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EL in Q4 2022 and held it in 11 quarters. The position peaked at $5.34K in Q2 2024. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 35 Estee Lauder shares in Q3 2025, an estimated $2.79K.
Beacon Capital Management LLC (Tennessee) first reported a position in Estee Lauder in Q4 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Estee Lauder position peaked at $5.34K in Q2 2024.
822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.