IAG Wealth Partners’s Estee Lauder EL Stock Holding History

IAG Wealth 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	-127	Closed	-$9.52K	–	505
2024 Q4	$9.52K	Buy	+127	New	+$10K	﹤0.01%	351

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IAG Wealth Partners's EL Position: Q1 2025 in Review

IAG Wealth Partners sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 127 shares — an estimated $9.52K sold.

IAG Wealth Partners first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $9.52K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

IAG Wealth Partners reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 127 Estee Lauder shares in Q1 2025, an estimated $9.52K.
IAG Wealth Partners first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
IAG Wealth Partners's Estee Lauder position peaked at $9.52K in Q4 2024.
791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.