EWA
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EP Wealth Advisors’s Estee Lauder EL Stock Holding History

EP Wealth Advisors’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
-4,334
Closed -$325K – 1312
2024
Q4 		$325K Buy
4,334
+296
+7% +$23.4K ﹤0.01% 841
2024
Q3 		$403K Buy
+4,038
New +$383K ﹤0.01% 758
2022
Q3 		– Sell
-1,094
Closed -$279K – 417
2022
Q2 		$279K Buy
1,094
+53
+5% +$13.4K 0.01% 495
2022
Q1 		$283K Sell
1,041
-74
-7% -$22.3K 0.01% 498
2021
Q4 		$413K Buy
1,115
+3
+0.3% +$1.02K 0.01% 395
2021
Q3 		$334K Sell
1,112
-36
-3% -$11.8K 0.01% 412
2021
Q2 		$365K Buy
1,148
+24
+2% +$7.28K 0.01% 401
2021
Q1 		$327K Buy
1,124
+221
+24% +$60.5K 0.01% 393
2020
Q4 		$240K Buy
+903
New +$217K 0.01% 379
2020
Q1 		– Sell
-1,309
Closed -$270K – 390
2019
Q4 		$270K Buy
1,309
+191
+17% +$37.1K 0.01% 349
2019
Q3 		$222K Buy
+1,118
New +$214K 0.01% 329

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
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

EP Wealth Advisors's EL Position: Q1 2025 in Review

EP Wealth Advisors sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 4,334 shares — an estimated $325K sold.

EP Wealth Advisors first reported a position in EL in Q3 2019 and held it in 11 quarters. The position peaked at $413K in Q4 2021. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • EP Wealth Advisors reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 4,334 Estee Lauder shares in Q1 2025, an estimated $325K.
  • EP Wealth Advisors first reported a position in Estee Lauder in Q3 2019 and held it in 11 quarters.
  • EP Wealth Advisors's Estee Lauder position peaked at $413K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.