Envestnet Portfolio Solutions
EL icon

Envestnet Portfolio Solutions’s Estee Lauder EL Stock Holding History

Envestnet Portfolio 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
2025
Q1 		– Sell
-5,647
Closed -$423K – 1613
2024
Q4 		$423K Sell
5,647
-2,127
-27% -$168K ﹤0.01% 1321
2024
Q3 		$775K Sell
7,774
-11,099
-59% -$1.05M ﹤0.01% 995
2024
Q2 		$2.01M Buy
18,873
+782
+4% +$103K 0.01% 636
2024
Q1 		$2.79M Buy
18,091
+6,826
+61% +$968K 0.01% 539
2023
Q4 		$1.65M Sell
11,265
-7,992
-42% -$1.06M 0.01% 643
2023
Q3 		$2.78M Buy
+19,257
New +$3.21M 0.01% 454

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Envestnet Portfolio Solutions's EL Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 5,647 shares — an estimated $423K sold.

Envestnet Portfolio Solutions first reported a position in EL in Q3 2023 and held it in 6 quarters. The position peaked at $2.79M in Q1 2024. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,647 Estee Lauder shares in Q1 2025, an estimated $423K.
  • Envestnet Portfolio Solutions first reported a position in Estee Lauder in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Estee Lauder position peaked at $2.79M in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.