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Compass Financial Services’s Estee Lauder EL Stock Holding History

Compass Financial Services’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
-21
Closed -$1.56K – 294
2024
Q4 		$1.56K Buy
+21
New +$1.66K ﹤0.01% 185

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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

Compass Financial Services's EL Position: Q1 2025 in Review

Compass Financial Services sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 21 shares — an estimated $1.56K sold.

Compass Financial Services first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $1.56K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Compass Financial Services reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Compass Financial Services sold 21 Estee Lauder shares in Q1 2025, an estimated $1.56K.
  • Compass Financial Services first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
  • Compass Financial Services's Estee Lauder position peaked at $1.56K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Compass Financial Services's 13F filing for Q1 2025, filed 10 Jun 2025.