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Cove Private Wealth’s Estee Lauder EL Stock Holding History

Cove Private Wealth’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
-2,625
Closed -$212K – 160
2025
Q2 		$212K Buy
+2,625
New +$169K 0.07% 152
2025
Q1 		– Sell
-4,336
Closed -$325K – 122
2024
Q4 		$325K Buy
4,336
+1,711
+65% +$135K 0.2% 87
2024
Q3 		$262K Buy
2,625
+175
+7% +$16.6K 0.2% 72
2024
Q2 		$261K Hold
2,450
– – 0.21% 72
2024
Q1 		$378K Hold
2,450
– – 0.32% 61
2023
Q4 		$358K Buy
+2,450
New +$325K 0.34% 62

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cove Private Wealth's EL Position: Q3 2025 in Review

Cove Private Wealth sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 2,625 shares — an estimated $212K sold.

Cove Private Wealth first reported a position in EL in Q4 2023 and held it in 6 quarters. The position peaked at $378K in Q1 2024. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Cove Private Wealth reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Cove Private Wealth sold 2,625 Estee Lauder shares in Q3 2025, an estimated $212K.
  • Cove Private Wealth first reported a position in Estee Lauder in Q4 2023 and held it in 6 quarters.
  • Cove Private Wealth's Estee Lauder position peaked at $378K in Q1 2024.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Cove Private Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.