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Coppell Advisory Solutions’s Estee Lauder EL Stock Holding History

Coppell Advisory Solutions’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
2026
Q1 		– Sell
-2,642
Closed -$280K – 100
2025
Q4 		$280K Buy
2,642
+22
+0.8% +$2.13K 0.03% 340
2025
Q3 		$234K Buy
+2,620
New +$233K 0.02% 364
2025
Q1 		– Sell
-2,367
Closed -$176K – 765
2024
Q4 		$176K Buy
2,367
+845
+56% +$66.7K 0.02% 302
2024
Q3 		$152K Buy
1,522
+459
+43% +$43.5K 0.02% 332
2024
Q2 		$113K Buy
+1,063
New +$139K 0.02% 353
2023
Q4 		$305K Buy
2,084
+959
+85% +$127K 0.06% 209
2023
Q3 		$279K Sell
1,125
-52
-4% -$8.67K 0.1% 144
2023
Q2 		$227K Buy
1,177
+59
+5% +$12.5K 0.06% 175
2023
Q1 		$276K Sell
1,118
-7
-0.6% -$1.78K 0.09% 168
2022
Q4 		$279K Buy
+1,125
New +$251K 0.09% 147

Other funds holding EL

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return