BFG
EL icon

Bleakley Financial Group’s Estee Lauder EL Stock Holding History

Bleakley Financial Group’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 		$2.75M Buy
38,356
+6,780
+21% +$693K 0.04% 326
2025
Q4 		$3.31M Buy
31,576
+7,647
+32% +$742K 0.06% 259
2025
Q3 		$2.11M Buy
23,929
+5,588
+30% +$498K 0.05% 285
2025
Q2 		$1.48M Buy
18,341
+5,831
+47% +$375K 0.04% 324
2025
Q1 		$826K Buy
12,510
+4,011
+47% +$290K 0.03% 369
2024
Q4 		$637K Buy
8,499
+2,852
+51% +$225K 0.02% 545
2024
Q3 		$563K Sell
5,647
-28,871
-84% -$2.74M 0.02% 566
2024
Q2 		$3.67M Buy
34,518
+14,099
+69% +$1.85M 0.11% 181
2024
Q1 		$3.15M Buy
20,419
+229
+1% +$32.5K 0.09% 209
2023
Q4 		$2.95M Buy
20,190
+17,360
+613% +$2.3M 0.09% 205
2023
Q3 		$409K Sell
2,830
-276
-9% -$46K 0.01% 588
2023
Q2 		$610K Sell
3,106
-514
-14% -$109K 0.02% 533
2023
Q1 		$892K Buy
3,620
+152
+4% +$38.6K 0.03% 420
2022
Q4 		$860K Buy
+3,468
New +$775K 0.03% 409

Other funds holding EL

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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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return