Blue Trust Inc’s Estee Lauder EL Stock Holding History

Blue Trust Inc’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	$61.1K	Buy	852 +100	+13%	+$10.2K	﹤0.01%	1243
2025 Q4	$78.7K	Sell	752 -166	-18%	-$16.1K	﹤0.01%	1168
2025 Q3	$80.9K	Buy	918 +6	+0.7%	+$534	﹤0.01%	1167
2025 Q2	$73.7K	Buy	912 +49	+6%	+$3.15K	﹤0.01%	1186
2025 Q1	$56.9K	Buy	863 +19	+2%	+$1.37K	﹤0.01%	1279
2024 Q4	$63.3K	Sell	844 -861	-50%	-$68K	﹤0.01%	1142
2024 Q3	$181K	Sell	1,705 -1,559	-48%	-$148K	﹤0.01%	910
2024 Q2	$503K	Buy	3,264 +3,026	+1,271%	+$397K	0.01%	378
2024 Q1	$36.6K	Sell	238 -877	-79%	-$124K	﹤0.01%	1026
2023 Q4	$162K	Buy	1,115 +31	+3%	+$4.11K	﹤0.01%	515
2023 Q3	$213K	Buy	1,084 +745	+220%	+$124K	﹤0.01%	418
2023 Q2	$84K	Sell	339 -986	-74%	-$209K	﹤0.01%	542
2023 Q1	$328K	Buy	1,325 +155	+13%	+$39.4K	0.01%	384
2022 Q4	$253K	Buy	1,170 +628	+116%	+$140K	﹤0.01%	388
2022 Q3	$138K	Buy	542 +155	+40%	+$39.6K	﹤0.01%	425
2022 Q2	$105K	Buy	+387	New	+$98.2K	﹤0.01%	481

Other funds holding EL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return