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Counterpoint Mutual Funds’s Estee Lauder EL Stock Holding History

Counterpoint Mutual Funds’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
Q2 		– Sell
-5,071
Closed -$335K – 351
2025
Q1 		$335K Sell
5,071
-5,286
-51% -$382K 0.05% 254
2024
Q4 		$777K Buy
10,357
+7,821
+308% +$618K 0.1% 63
2024
Q3 		$253K Buy
+2,536
New +$240K 0.05% 217

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Counterpoint Mutual Funds's EL Position: Q2 2025 in Review

Counterpoint Mutual Funds sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 5,071 shares — an estimated $335K sold.

Counterpoint Mutual Funds first reported a position in EL in Q3 2024 and held it in 3 quarters. The position peaked at $777K in Q4 2024. 809 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • Counterpoint Mutual Funds reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 5,071 Estee Lauder shares in Q2 2025, an estimated $335K.
  • Counterpoint Mutual Funds first reported a position in Estee Lauder in Q3 2024 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Estee Lauder position peaked at $777K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2025, filed 14 Jul 2025.