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Carolinas Wealth Consulting’s Estee Lauder EL Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-15
Closed -$1.13K – 1036
2024
Q4 		$1.13K Buy
+15
New +$1.19K ﹤0.01% 928
2024
Q3 		– Sell
-822
Closed -$87.4K – 1066
2024
Q2 		$87.4K Sell
822
-113
-12% -$14.8K 0.02% 279
2024
Q1 		$144K Sell
935
-57
-6% -$8.09K 0.03% 216
2023
Q4 		$145K Sell
992
-5
-0.5% -$664 0.03% 191
2023
Q3 		$128K Sell
997
-21
-2% -$3.5K 0.03% 193
2023
Q2 		$200K Sell
1,018
-107
-10% -$22.7K 0.04% 168
2023
Q1 		$277K Sell
1,125
-174
-13% -$44.2K 0.06% 145
2022
Q4 		$322K Sell
1,299
-35
-3% -$7.82K 0.07% 129
2022
Q3 		$288K Sell
1,334
-31
-2% -$7.91K 0.07% 122
2022
Q2 		$348K Buy
1,365
+83
+6% +$21.1K 0.09% 109
2022
Q1 		$349K Sell
1,282
-11
-0.9% -$3.31K 0.08% 114
2021
Q4 		$479K Buy
1,293
+206
+19% +$69.9K 0.1% 93
2021
Q3 		$326K Sell
1,087
-65
-6% -$21.2K 0.08% 113
2021
Q2 		$366K Sell
1,152
-4
-0.3% -$1.21K 0.08% 110
2021
Q1 		$336K Buy
1,156
+4
+0.3% +$1.09K 0.08% 112
2020
Q4 		$307K Buy
1,152
+57
+5% +$13.7K 0.08% 118
2020
Q3 		$239K Buy
1,095
+1,092
+36,400% +$225K 0.08% 109
2020
Q2 		$1K Buy
+3
New +$536 ﹤0.01% 560

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carolinas Wealth Consulting's EL Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 15 shares — an estimated $1.13K sold.

Carolinas Wealth Consulting first reported a position in EL in Q2 2020 and held it in 18 quarters. The position peaked at $479K in Q4 2021. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 15 Estee Lauder shares in Q1 2025, an estimated $1.13K.
  • Carolinas Wealth Consulting first reported a position in Estee Lauder in Q2 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Estee Lauder position peaked at $479K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.