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Brinker Capital Investments’s Estee Lauder EL Stock Holding History

Brinker Capital Investments’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
-3,750
Closed -$303K – 2055
2025
Q2 		$303K Buy
3,750
+421
+13% +$27.1K ﹤0.01% 1698
2025
Q1 		$220K Buy
3,329
+126
+4% +$9.11K ﹤0.01% 1767
2024
Q4 		$240K Buy
3,203
+776
+32% +$61.3K ﹤0.01% 1669
2024
Q3 		$242K Sell
2,427
-2,922
-55% -$277K ﹤0.01% 1626
2024
Q2 		$569K Sell
5,349
-430
-7% -$56.4K 0.01% 1234
2024
Q1 		$891K Buy
5,779
+347
+6% +$49.2K 0.01% 1041
2023
Q4 		$755K Buy
5,432
+723
+15% +$96K 0.01% 1058
2023
Q3 		$681K Sell
4,709
-3,863
-45% -$644K 0.01% 1081
2023
Q2 		$1.68M Sell
8,572
-1,799
-17% -$382K 0.02% 732
2023
Q1 		$2.56M Buy
10,371
+126
+1% +$32K 0.03% 496
2022
Q4 		$2.54M Sell
10,245
-218
-2% -$48.7K 0.05% 387
2022
Q3 		$2.26M Sell
10,463
-416
-4% -$106K 0.05% 408
2022
Q2 		$2.77M Buy
10,879
+815
+8% +$207K 0.05% 349
2022
Q1 		$2.74M Buy
10,064
+86
+0.9% +$25.9K 0.04% 412
2021
Q4 		$3.69M Buy
9,978
+169
+2% +$57.4K 0.05% 356
2021
Q3 		$3.12M Hold
9,809
– – 0.05% 402
2021
Q2 		$3.12M Buy
9,809
+1,633
+20% +$495K 0.04% 460
2021
Q1 		$2.38M Buy
8,176
+130
+2% +$35.6K 0.04% 460
2020
Q4 		$2.14M Sell
8,046
-680
-8% -$164K 0.03% 538
2020
Q3 		$1.91M Buy
+8,726
New +$1.8M 0.03% 492
2016
Q4 		– Sell
-66
Closed -$6K – 528
2016
Q3 		$6K Buy
+66
New +$6.02K ﹤0.01% 398

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital Investments's EL Position: Q3 2025 in Review

Brinker Capital Investments sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 3,750 shares — an estimated $303K sold.

Brinker Capital Investments first reported a position in EL in Q3 2016 and held it in 21 quarters. The position peaked at $3.69M in Q4 2021. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Brinker Capital Investments reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 3,750 Estee Lauder shares in Q3 2025, an estimated $303K.
  • Brinker Capital Investments first reported a position in Estee Lauder in Q3 2016 and held it in 21 quarters.
  • Brinker Capital Investments's Estee Lauder position peaked at $3.69M in Q4 2021.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.