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Park Square Financial Group’s Estee Lauder EL Stock Holding History

Park Square Financial 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
-100
Closed -$7.5K – 991
2024
Q4 		$7.5K Buy
+100
New +$7.9K 0.01% 644

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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

Park Square Financial Group's EL Position: Q1 2025 in Review

Park Square Financial Group sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 100 shares — an estimated $7.5K sold.

Park Square Financial Group first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $7.5K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Park Square Financial Group reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 100 Estee Lauder shares in Q1 2025, an estimated $7.5K.
  • Park Square Financial Group first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Estee Lauder position peaked at $7.5K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.