Oliver Lagore Vanvalin Investment Group’s Estee Lauder EL Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$9.07K	Buy	+137	New	+$8.81K	﹤0.01%	431
2024 Q4	$26.9K	Buy	358 +303	+551%	+$23.9K	0.01%	321
2024 Q3	$5.48K	Hold	55	–	–	﹤0.01%	496
2024 Q2	$5.85K	Hold	55	–	–	﹤0.01%	480
2024 Q1	$8.5K	Sell	55 -40	-42%	-$5.67K	﹤0.01%	433
2023 Q4	$13.9K	Sell	95 -4,197	-98%	-$557K	0.01%	365
2023 Q3	$620K	Buy	4,292 +2,368	+123%	+$395K	0.25%	67
2023 Q2	$378K	Buy	1,924 +1,869	+3,398%	+$397K	0.14%	100
2023 Q1	$13.6K	Hold	55	–	–	0.01%	345
2022 Q4	$13.6K	Buy	+55	New	+$12.3K	0.01%	327

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Estee Lauder (EL) in Q2 2025: 137 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EL in Q4 2022 and has held it in 10 quarters since. The position peaked at $620K in Q3 2023. 811 funds tracked by Wall St. Rank hold EL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 137 shares of Estee Lauder worth $9.07K as of Q2 2025.
Estee Lauder was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Estee Lauder made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #431 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Estee Lauder in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Estee Lauder position peaked at $620K in Q3 2023.
811 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.