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EnRich Financial Partners’s Estee Lauder EL Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-190
Closed -$14.2K – 102
2024
Q4 		$14.2K Hold
190
– – ﹤0.01% 153
2024
Q3 		$18.9K Sell
190
-13
-6% -$1.23K 0.01% 143
2024
Q2 		$21.6K Buy
+203
New +$26.6K 0.01% 131

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EnRich Financial Partners's EL Position: Q1 2025 in Review

EnRich Financial Partners sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 190 shares — an estimated $14.2K sold.

EnRich Financial Partners first reported a position in EL in Q2 2024 and held it in 3 quarters. The position peaked at $21.6K in Q2 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • EnRich Financial Partners reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 190 Estee Lauder shares in Q1 2025, an estimated $14.2K.
  • EnRich Financial Partners first reported a position in Estee Lauder in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Estee Lauder position peaked at $21.6K in Q2 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.