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Comprehensive Financial Consultants Institutional’s Estee Lauder EL Stock Holding History

Comprehensive Financial Consultants Institutional’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
-5,345
Closed -$432K – 187
2025
Q2 		$432K Sell
5,345
-15,290
-74% -$984K 0.14% 134
2025
Q1 		$1.36M Buy
20,635
+5,781
+39% +$418K 0.48% 77
2024
Q4 		$1.11M Buy
14,854
+2,887
+24% +$228K 0.41% 83
2024
Q3 		$1.19M Buy
11,967
+449
+4% +$42.6K 0.44% 81
2024
Q2 		$1.23M Buy
11,518
+2,233
+24% +$293K 0.48% 77
2024
Q1 		$1.43M Buy
9,285
+863
+10% +$122K 0.59% 67
2023
Q4 		$1.23M Buy
8,422
+1,406
+20% +$187K 0.57% 71
2023
Q3 		$1.01M Buy
7,016
+2,190
+45% +$365K 0.53% 72
2023
Q2 		$930K Buy
4,826
+259
+6% +$54.9K 0.49% 77
2023
Q1 		$1.13M Buy
4,567
+251
+6% +$63.8K 0.64% 59
2022
Q4 		$1.13M Sell
4,316
-300
-6% -$67K 0.68% 53
2022
Q3 		$983K Buy
4,616
+125
+3% +$31.9K 0.65% 54
2022
Q2 		$1.1M Buy
4,491
+38
+0.9% +$9.64K 0.78% 43
2022
Q1 		$1.07M Buy
4,453
+439
+11% +$132K 0.74% 43
2021
Q4 		$1.21M Buy
+4,014
New +$1.36M 0.77% 35

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 $3.37T AUM 44.26% 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

Comprehensive Financial Consultants Institutional's EL Position: Q3 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 5,345 shares — an estimated $432K sold.

Comprehensive Financial Consultants Institutional first reported a position in EL in Q4 2021 and held it in 15 quarters. The position peaked at $1.43M in Q1 2024. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Comprehensive Financial Consultants Institutional reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 5,345 Estee Lauder shares in Q3 2025, an estimated $432K.
  • Comprehensive Financial Consultants Institutional first reported a position in Estee Lauder in Q4 2021 and held it in 15 quarters.
  • Comprehensive Financial Consultants Institutional's Estee Lauder position peaked at $1.43M in Q1 2024.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2025, filed 16 Oct 2025.