IWA
ELF icon

IBEX Wealth Advisors’s e.l.f. Beauty ELF Stock Holding History

IBEX Wealth Advisors’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43,962
Closed -$5.52M – 146
2024
Q4 		$5.52M Buy
+43,962
New +$5.27M 0.65% 48
2024
Q3 		– Sell
-43,218
Closed -$9.11M – 133
2024
Q2 		$9.11M Buy
+43,218
New +$7.68M 1.42% 19
2024
Q1 		– Sell
-36
Closed -$5.19K – 126
2023
Q4 		$5.19K Sell
36
-33,200
-100% -$3.83M 1.13% 33
2023
Q3 		$3.65M Buy
+33,236
New +$4.04M 0.93% 39

Other funds holding ELF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IBEX Wealth Advisors's ELF Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of e.l.f. Beauty (ELF) in Q1 2025, closing a stake of 43,962 shares — an estimated $5.52M sold.

IBEX Wealth Advisors first reported a position in ELF in Q3 2023 and held it in 4 quarters. The position peaked at $9.11M in Q2 2024. 432 funds tracked by Wall St. Rank hold ELF as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining e.l.f. Beauty position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 43,962 e.l.f. Beauty shares in Q1 2025, an estimated $5.52M.
  • IBEX Wealth Advisors first reported a position in e.l.f. Beauty in Q3 2023 and held it in 4 quarters.
  • IBEX Wealth Advisors's e.l.f. Beauty position peaked at $9.11M in Q2 2024.
  • 432 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q1 2025.

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