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Biltmore Family Office’s Estee Lauder EL Stock Holding History

Biltmore Family Office’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
2024
Q4 		– Sell
-2,376
Closed -$237K – 273
2024
Q3 		$237K Buy
2,376
+171
+8% +$16.2K 0.04% 188
2024
Q2 		$235K Sell
2,205
-117
-5% -$15.3K 0.04% 174
2024
Q1 		$358K Hold
2,322
– – 0.07% 142
2023
Q4 		$340K Hold
2,322
– – 0.07% 141
2023
Q3 		$336K Hold
2,322
– – 0.08% 146
2023
Q2 		$456K Sell
2,322
-1,834
-44% -$389K 0.1% 116
2023
Q1 		$1.02M Buy
4,156
+216
+5% +$54.9K 0.22% 72
2022
Q4 		$978K Buy
3,940
+1,618
+70% +$361K 0.2% 70
2022
Q3 		$501K Hold
2,322
– – 0.11% 99
2022
Q2 		$591K Hold
2,322
– – 0.15% 93
2022
Q1 		$632K Sell
2,322
-2,124
-48% -$639K 0.14% 93
2021
Q4 		$1.65M Hold
4,446
– – 0.31% 55
2021
Q3 		$1.33M Buy
4,446
+2,123
+91% +$694K 0.32% 50
2021
Q2 		$739K Hold
2,323
– – 0.21% 79
2021
Q1 		$676K Hold
2,323
– – 0.21% 75
2020
Q4 		$618K Sell
2,323
-1,875
-45% -$451K 0.19% 77
2020
Q3 		$916K Sell
4,198
-1,500
-26% -$309K 0.51% 49
2020
Q2 		$1.07M Hold
5,698
– – 0.65% 40
2020
Q1 		$908K Hold
5,698
– – 0.6% 45
2019
Q4 		$1.18M Sell
5,698
-75
-1% -$14.6K 0.47% 55
2019
Q3 		$1.15M Hold
5,773
– – 0.5% 60
2019
Q2 		$1.06M Hold
5,773
– – 0.57% 50
2019
Q1 		$956K Hold
5,773
– – 0.49% 61
2018
Q4 		$751K Buy
5,773
+75
+1% +$10.2K 0.42% 68
2018
Q3 		$828K Hold
5,698
– – 0.39% 70
2018
Q2 		$813K Sell
5,698
-500
-8% -$74K 0.4% 67
2018
Q1 		$928K Hold
6,198
– – 0.41% 66
2017
Q4 		$789K Buy
+6,198
New +$745K 0.36% 73

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Biltmore Family Office's EL Position: Q4 2024 in Review

Biltmore Family Office sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 2,376 shares — an estimated $237K sold.

Biltmore Family Office first reported a position in EL in Q4 2017 and held it in 28 quarters. The position peaked at $1.65M in Q4 2021. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Biltmore Family Office reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Biltmore Family Office sold 2,376 Estee Lauder shares in Q4 2024, an estimated $237K.
  • Biltmore Family Office first reported a position in Estee Lauder in Q4 2017 and held it in 28 quarters.
  • Biltmore Family Office's Estee Lauder position peaked at $1.65M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.