NewSquare Capital’s Estee Lauder EL Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-110	Closed	-$8.89K	–	486
2025 Q2	$8.89K	Buy	110 +14	+15%	+$901	﹤0.01%	682
2025 Q1	$6.34K	Buy	96 +93	+3,100%	+$6.73K	﹤0.01%	639
2024 Q4	$225	Buy	+3	New	+$237	﹤0.01%	859
2023 Q2	–	Sell	-11	Closed	-$2.71K	–	883
2023 Q1	$2.71K	Buy	+11	New	+$2.79K	﹤0.01%	537
2018 Q4	–	Sell	-200	Closed	-$29K	–	330
2018 Q3	$29K	Hold	200	–	–	0.01%	193
2018 Q2	$28K	Hold	200	–	–	0.01%	198
2018 Q1	$30K	Hold	200	–	–	0.01%	186
2017 Q4	$25K	Hold	200	–	–	0.01%	191
2017 Q3	$22K	Sell	200 -200	-50%	-$20.5K	0.01%	174
2017 Q2	$38K	Hold	400	–	–	0.01%	140
2017 Q1	$34K	Hold	400	–	–	0.01%	145
2016 Q4	$31K	Hold	400	–	–	0.01%	160
2016 Q3	$35K	Hold	400	–	–	0.01%	171
2016 Q2	$36K	Hold	400	–	–	0.01%	177
2016 Q1	$38K	Hold	400	–	–	0.01%	178
2015 Q4	$35K	Buy	+400	New	+$34.1K	0.01%	169

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

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's EL Position: Q3 2025 in Review

NewSquare Capital sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 110 shares — an estimated $8.89K sold.

NewSquare Capital first reported a position in EL in Q4 2015 and held it in 16 quarters. The position peaked at $38K in Q2 2017. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

NewSquare Capital reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 110 Estee Lauder shares in Q3 2025, an estimated $8.89K.
NewSquare Capital first reported a position in Estee Lauder in Q4 2015 and held it in 16 quarters.
NewSquare Capital's Estee Lauder position peaked at $38K in Q2 2017.
821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.