Laurie J. Hall Trustee’s Estee Lauder EL Stock Holding History

Laurie J. Hall Trustee’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	-130	Closed	-$10K	–	150
2024 Q4	$10K	Hold	130	–	–	﹤0.01%	231
2024 Q3	$13K	Hold	130	–	–	﹤0.01%	235
2024 Q2	$14K	Hold	130	–	–	﹤0.01%	223
2024 Q1	$20K	Hold	130	–	–	0.01%	218
2023 Q4	$19K	Hold	130	–	–	0.01%	223
2023 Q3	$19K	Hold	130	–	–	0.01%	219
2023 Q2	$26K	Hold	130	–	–	0.01%	211
2023 Q1	$32K	Hold	130	–	–	0.01%	192
2022 Q4	$32K	Hold	130	–	–	0.01%	187
2022 Q3	$28K	Hold	130	–	–	0.01%	199
2022 Q2	$33K	Hold	130	–	–	0.02%	196
2022 Q1	$35K	Hold	130	–	–	0.01%	210
2021 Q4	$48K	Hold	130	–	–	0.02%	193
2021 Q3	$39K	Hold	130	–	–	0.02%	203
2021 Q2	$41K	Hold	130	–	–	0.02%	209
2021 Q1	$38K	Hold	130	–	–	0.01%	222
2020 Q4	$35K	Hold	130	–	–	0.01%	219
2020 Q3	$28K	Buy	+130	New	+$26.7K	0.01%	216
2019 Q4	$38K	Buy	186 +34	+22%	+$6.6K	0.02%	199
2019 Q3	$30K	Hold	152	–	–	0.02%	206
2019 Q2	$28K	Hold	152	–	–	0.01%	205
2019 Q1	$25K	Hold	152	–	–	0.01%	211
2018 Q4	$23K	Hold	152	–	–	0.01%	211
2018 Q3	$22K	Hold	152	–	–	0.01%	241
2018 Q2	$22K	Hold	152	–	–	0.01%	235
2018 Q1	$23K	Hold	152	–	–	0.01%	229
2017 Q4	$19K	Buy	+152	New	+$18.3K	0.01%	256

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 $3.37T AUM 44.26% 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

Laurie J. Hall Trustee's EL Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 130 shares — an estimated $10K sold.

Laurie J. Hall Trustee first reported a position in EL in Q4 2017 and held it in 27 quarters. The position peaked at $48K in Q4 2021. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 130 Estee Lauder shares in Q1 2025, an estimated $10K.
Laurie J. Hall Trustee first reported a position in Estee Lauder in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's Estee Lauder position peaked at $48K in Q4 2021.
793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.