Covestor’s Estee Lauder EL Stock Holding History

Covestor’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	$7K	Sell	102 -57	-36%	-$5.82K	﹤0.01%	1647
2025 Q4	$17K	Sell	159 -27	-15%	-$2.62K	0.01%	1349
2025 Q3	$16K	Sell	186 -1,381	-88%	-$123K	0.01%	1362
2025 Q2	$127K	Buy	1,567 +1,232	+368%	+$79.3K	0.07%	414
2025 Q1	$22K	Buy	335 +14	+4%	+$1.01K	0.01%	1167
2024 Q4	$24K	Buy	321 +142	+79%	+$11.2K	0.02%	1126
2024 Q3	$18K	Buy	179 +81	+83%	+$7.68K	0.01%	1249
2024 Q2	$10K	Sell	98 -16	-14%	-$2.1K	0.01%	1527
2024 Q1	$18K	Buy	114 +19	+20%	+$2.69K	0.01%	1245
2023 Q4	$14K	Sell	95 -13	-12%	-$1.73K	0.01%	1335
2023 Q3	$16K	Buy	108 +3	+3%	+$500	0.01%	1192
2023 Q2	$21K	Sell	105 -8	-7%	-$1.7K	0.02%	1114
2023 Q1	$28K	Sell	113 -44	-28%	-$11.2K	0.02%	904
2022 Q4	$39K	Sell	157 -412	-72%	-$92K	0.03%	816
2022 Q3	$123K	Sell	569 -106	-16%	-$27.1K	0.11%	255
2022 Q2	$172K	Sell	675 -53	-7%	-$13.4K	0.14%	149
2022 Q1	$198K	Buy	728 +350	+93%	+$105K	0.13%	158
2021 Q4	$140K	Buy	+378	New	+$128K	0.2%	63

Other funds holding EL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return