LDB
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Lee, Danner & Bass’s Estee Lauder EL Stock Holding History

Lee, Danner & Bass’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
-9
Closed -$675 – 351
2024
Q4 		$675 Buy
+9
New +$711 ﹤0.01% 725

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lee, Danner & Bass's EL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 9 shares — an estimated $675 sold.

Lee, Danner & Bass first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $675 in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 9 Estee Lauder shares in Q1 2025, an estimated $675.
  • Lee, Danner & Bass first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Estee Lauder position peaked at $675 in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.