Newbridge Financial Services Group’s Estee Lauder EL Stock Holding History

Newbridge Financial Services Group’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	-26	Closed	-$1.97K	–	1075
2024 Q4	$1.97K	Buy	+26	New	+$2.05K	﹤0.01%	973
2024 Q2	–	Sell	-49	Closed	-$7.55K	–	1135
2024 Q1	$7.55K	Sell	49 -22	-31%	-$3.12K	﹤0.01%	825
2023 Q4	$10.4K	Sell	71 -38	-35%	-$5.04K	0.01%	726
2023 Q3	$15.8K	Hold	109	–	–	0.01%	703
2023 Q2	$21.4K	Sell	109 -12	-10%	-$2.55K	0.01%	676
2023 Q1	$29.8K	Buy	121 +5	+4%	+$1.27K	0.02%	594
2022 Q4	$28.8K	Buy	116 +40	+53%	+$8.93K	0.02%	606
2022 Q3	$16K	Hold	76	–	–	0.01%	756
2022 Q2	$19K	Hold	76	–	–	0.01%	672
2022 Q1	$21K	Sell	76 -133	-64%	-$40K	0.01%	716
2021 Q4	$77K	Buy	209 +31	+17%	+$10.5K	0.04%	359
2021 Q3	$53K	Buy	178 +43	+32%	+$14K	0.03%	398
2021 Q2	$43K	Hold	135	–	–	0.03%	488
2021 Q1	$39K	Hold	135	–	–	0.03%	458
2020 Q4	$36K	Buy	135 +1	+0.7%	+$241	0.03%	405
2020 Q3	$29K	Buy	+134	New	+$27.6K	0.03%	414

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 $3.38T AUM 44.17% 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

Newbridge Financial Services Group's EL Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 26 shares — an estimated $1.97K sold.

Newbridge Financial Services Group first reported a position in EL in Q3 2020 and held it in 16 quarters. The position peaked at $77K in Q4 2021. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

Newbridge Financial Services Group reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 26 Estee Lauder shares in Q1 2025, an estimated $1.97K.
Newbridge Financial Services Group first reported a position in Estee Lauder in Q3 2020 and held it in 16 quarters.
Newbridge Financial Services Group's Estee Lauder position peaked at $77K in Q4 2021.
793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.