HCM
EL icon

Helios Capital Management’s Estee Lauder EL Stock Holding History

Helios Capital Management’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 		– Sell
-4,750
Closed -$497K – 28
2025
Q4 		$497K Hold
4,750
– – 0.34% 35
2025
Q3 		$419K Hold
4,750
– – 0.28% 35
2025
Q2 		$384K Hold
4,750
– – 0.3% 33
2025
Q1 		$314K Hold
4,750
– – 0.55% 24
2024
Q4 		$356K Hold
4,750
– – 0.21% 44
2024
Q3 		$474K Hold
4,750
– – 0.29% 44
2024
Q2 		$505K Hold
4,750
– – 0.33% 43
2024
Q1 		$732K Hold
4,750
– – 0.51% 37
2023
Q4 		$695K Buy
+4,750
New +$630K 0.55% 39
2022
Q3 		$810K Buy
+3,750
New +$957K 1.55% 26
2022
Q1 		– Sell
-4,000
Closed -$1.48M – 42
2021
Q4 		$1.48M Buy
+4,000
New +$1.36M 1.34% 24

Other funds holding EL

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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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return