LI
EL icon

LRI Investments’s Estee Lauder EL Stock Holding History

LRI Investments’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 		$72.1K Sell
5,818
-212
-4% -$21.7K 0.01% 461
2025
Q4 		$125K Buy
6,030
+386
+7% +$37.5K 0.01% 374
2025
Q3 		$72.2K Buy
5,644
+637
+13% +$56.7K 0.01% 482
2025
Q2 		$15K Buy
5,007
+126
+3% +$8.11K ﹤0.01% 760
2025
Q1 		$4.88K Hold
4,881
– – ﹤0.01% 956
2024
Q4 		$4.88K Sell
4,881
-1,500
-24% -$118K ﹤0.01% 940
2024
Q3 		$102K Buy
6,381
+4,881
+325% +$463K 0.01% 402
2024
Q2 		$160K Buy
+1,500
New +$197K 0.02% 291

Other funds holding EL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return