NICM
EL icon

Neo Ivy Capital Management’s Estee Lauder EL Stock Holding History

Neo Ivy Capital 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
2026
Q1 		$1.1M Buy
15,362
+12,975
+544% +$1.33M 0.29% 124
2025
Q4 		$250K Buy
+2,387
New +$232K 0.04% 251
2024
Q4 		– Sell
-10,474
Closed -$1.04M – 310
2024
Q3 		$1.04M Buy
10,474
+9,266
+767% +$878K 0.34% 118
2024
Q2 		$129K Buy
+1,208
New +$158K 0.03% 202
2023
Q4 		– Sell
-1,940
Closed -$280K – 340
2023
Q3 		$280K Buy
+1,940
New +$323K 0.12% 208
2022
Q1 		– Sell
-585
Closed -$217K – 512
2021
Q4 		$217K Buy
585
+457
+357% +$155K 0.31% 129
2021
Q3 		$24K Buy
+128
New +$41.8K 0.03% 380
2021
Q2 		– Sell
-341
Closed -$99K – 495
2021
Q1 		$99K Buy
+341
New +$93.4K 0.11% 245
2020
Q3 		– Sell
-128
Closed -$24K – 495
2020
Q2 		$24K Buy
+128
New +$22.9K 0.03% 380
2019
Q4 		– Sell
-5,140
Closed -$1.02M – 296
2019
Q3 		$1.02M Buy
+5,140
New +$983K 0.67% 48

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