IFC Advisors’s Estee Lauder EL Stock Holding History

IFC 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 Q3	–	Sell	-41,037	Closed	-$3.32M	–	172
2025 Q2	$3.32M	Buy	+41,037	New	+$2.64M	0.62%	35

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

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFC Advisors's EL Position: Q3 2025 in Review

IFC Advisors sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 41,037 shares — an estimated $3.32M sold.

IFC Advisors first reported a position in EL in Q2 2025 and held it in 1 quarter. The position peaked at $3.32M in Q2 2025. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

IFC Advisors reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
IFC Advisors sold 41,037 Estee Lauder shares in Q3 2025, an estimated $3.32M.
IFC Advisors first reported a position in Estee Lauder in Q2 2025 and held it in 1 quarter.
IFC Advisors's Estee Lauder position peaked at $3.32M in Q2 2025.
821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on IFC Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.