FRA
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Frank Rimerman Advisors’s Estee Lauder EL Stock Holding History

Frank Rimerman 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
-2,869
Closed -$215K – 533
2024
Q4 		$215K Buy
2,869
+738
+35% +$58.3K 0.02% 491
2024
Q3 		$212K Sell
2,131
-1,036
-33% -$98.2K 0.02% 500
2024
Q2 		$337K Buy
3,167
+3,164
+105,467% +$415K 0.02% 426
2024
Q1 		$462 Hold
3
– – ﹤0.01% 335
2023
Q4 		$439 Buy
+3
New +$398 ﹤0.01% 315

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State Street
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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 $1.47T AUM 27.86% 1-Year Est. Return
IFP
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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