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OneDigital Investment Advisors’s Estee Lauder EL Stock Holding History

OneDigital Investment Advisors’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
-3,747
Closed -$281K – 1428
2024
Q4 		$281K Buy
+3,747
New +$296K ﹤0.01% 1160
2023
Q3 		– Sell
-1,215
Closed -$239K – 1006
2023
Q2 		$239K Buy
1,215
+260
+27% +$55.2K 0.01% 900
2023
Q1 		$235K Buy
+955
New +$243K 0.01% 856

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

OneDigital Investment Advisors's EL Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 3,747 shares — an estimated $281K sold.

OneDigital Investment Advisors first reported a position in EL in Q1 2023 and held it in 3 quarters. The position peaked at $281K in Q4 2024. 792 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,747 Estee Lauder shares in Q1 2025, an estimated $281K.
  • OneDigital Investment Advisors first reported a position in Estee Lauder in Q1 2023 and held it in 3 quarters.
  • OneDigital Investment Advisors's Estee Lauder position peaked at $281K in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.