CT
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Caldwell Trust’s Estee Lauder EL Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-90
Closed -$5.94K – 750
2025
Q1 		$5.94K Buy
+90
New +$6.51K ﹤0.01% 676
2023
Q3 		– Sell
-40
Closed -$7.86K – 720
2023
Q2 		$7.86K Sell
40
-142
-78% -$30.1K ﹤0.01% 644
2023
Q1 		$44.9K Buy
182
+142
+355% +$36.1K 0.01% 451
2022
Q4 		$9.92K Hold
40
– – ﹤0.01% 616
2022
Q3 		$8.64K Hold
40
– – ﹤0.01% 622
2022
Q2 		$10.2K Hold
40
– – ﹤0.01% 626
2022
Q1 		$10.9K Sell
40
-6
-13% -$1.8K ﹤0.01% 634
2021
Q4 		$17K Buy
46
+6
+15% +$2.04K ﹤0.01% 585
2021
Q3 		$12K Buy
+40
New +$13.1K ﹤0.01% 625

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return