IFP
EL icon

Independent Franchise Partners’s Estee Lauder EL Stock Holding History

Independent Franchise 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
2026
Q1 		$476M Sell
6,628,540
-1,208,709
-15% -$124M 3.33% 16
2025
Q4 		$821M Buy
7,837,249
+83,857
+1% +$8.14M 5.22% 5
2025
Q3 		$683M Sell
7,753,392
-138,645
-2% -$12.3M 4.5% 11
2025
Q2 		$638M Sell
7,892,037
-84,397
-1% -$5.43M 4.24% 12
2025
Q1 		$526M Buy
7,976,434
+118,276
+2% +$8.56M 3.75% 15
2024
Q4 		$589M Buy
7,858,158
+2,458,379
+46% +$194M 4.42% 14
2024
Q3 		$538M Buy
5,399,779
+1,933,731
+56% +$183M 4.75% 14
2024
Q2 		$369M Buy
3,466,048
+1,066,320
+44% +$140M 3.4% 16
2024
Q1 		$370M Sell
2,399,728
-58,385
-2% -$8.28M 3.06% 16
2023
Q4 		$359M Sell
2,458,113
-121,146
-5% -$16.1M 3.06% 17
2023
Q3 		$373M Buy
+2,579,259
New +$430M 3.23% 18

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