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CFCI
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
0.69%
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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