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Boreal Capital Management’s Estee Lauder EL Stock Holding History

Boreal Capital 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
Q3 		– Sell
-30
Closed -$2.42K – 533
2025
Q2 		$2.42K Buy
+30
New +$1.93K ﹤0.01% 435

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boreal Capital Management's EL Position: Q3 2025 in Review

Boreal Capital Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 30 shares — an estimated $2.42K sold.

Boreal Capital Management first reported a position in EL in Q2 2025 and held it in 1 quarter. The position peaked at $2.42K in Q2 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Boreal Capital Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 30 Estee Lauder shares in Q3 2025, an estimated $2.42K.
  • Boreal Capital Management first reported a position in Estee Lauder in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's Estee Lauder position peaked at $2.42K in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.