Longfellow Investment Management’s Estee Lauder EL Stock Holding History

Longfellow 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	-5,768	Closed	-$432K	–	288
2024 Q4	$432K	Buy	+5,768	New	+$456K	0.11%	102
2023 Q3	–	Sell	-7	Closed	-$1.38K	–	253
2023 Q2	$1.38K	Hold	7	–	–	﹤0.01%	232
2023 Q1	$1.73K	Hold	7	–	–	﹤0.01%	222
2022 Q4	$1.74K	Buy	7 +2	+40%	+$447	﹤0.01%	226
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	302
2022 Q2	$2K	Buy	5 +1	+25%	+$254	﹤0.01%	294
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	325
2021 Q4	$2K	Hold	4	–	–	﹤0.01%	335
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	360
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	375
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	434
2020 Q4	$2K	Buy	+4	New	+$962	﹤0.01%	452

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Longfellow Investment Management's EL Position: Q1 2025 in Review

Longfellow Investment Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 5,768 shares — an estimated $432K sold.

Longfellow Investment Management first reported a position in EL in Q4 2020 and held it in 12 quarters. The position peaked at $432K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

Longfellow Investment Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 5,768 Estee Lauder shares in Q1 2025, an estimated $432K.
Longfellow Investment Management first reported a position in Estee Lauder in Q4 2020 and held it in 12 quarters.
Longfellow Investment Management's Estee Lauder position peaked at $432K in Q4 2024.
791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.