International Assets Investment Management’s Estee Lauder EL Stock Holding History

International Assets Investment 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
2025 Q1	–	Sell	-3,126	Closed	-$231K	–	803
2024 Q4	$231K	Sell	3,126 -1,918	-38%	-$151K	0.02%	684
2024 Q3	$503K	Buy	+5,044	New	+$478K	0.04%	331
2022 Q1	–	Sell	-655	Closed	-$243K	–	513
2021 Q4	$243K	Buy	+655	New	+$222K	0.04%	401
2021 Q2	–	Sell	-107	Closed	-$28K	–	879
2021 Q1	$28K	Hold	107	–	–	﹤0.01%	1172
2020 Q4	$28K	Buy	+107	New	+$25.7K	0.01%	1047

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

International Assets Investment Management's EL Position: Q1 2025 in Review

International Assets Investment Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 3,126 shares — an estimated $231K sold.

International Assets Investment Management first reported a position in EL in Q4 2020 and held it in 5 quarters. The position peaked at $503K in Q3 2024. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

International Assets Investment Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
International Assets Investment Management sold 3,126 Estee Lauder shares in Q1 2025, an estimated $231K.
International Assets Investment Management first reported a position in Estee Lauder in Q4 2020 and held it in 5 quarters.
International Assets Investment Management's Estee Lauder position peaked at $503K in Q3 2024.
793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on International Assets Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.