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Ramsay Stattman Vela & Price’s Estee Lauder EL Stock Holding History

Ramsay Stattman Vela & Price’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
2026
Q1 		– Sell
-2,720
Closed -$285K – 82
2025
Q4 		$285K Hold
2,720
– – 0.05% 71
2025
Q3 		$240K Hold
2,720
– – 0.04% 76
2025
Q2 		$220K Sell
2,720
-825
-23% -$53.1K 0.04% 77
2025
Q1 		$234K Hold
3,545
– – 0.04% 75
2024
Q4 		$266K Sell
3,545
-150
-4% -$11.8K 0.05% 71
2024
Q3 		$368K Sell
3,695
-3,000
-45% -$284K 0.07% 68
2024
Q2 		$712K Hold
6,695
– – 0.13% 63
2024
Q1 		$1.03M Hold
6,695
– – 0.2% 61
2023
Q4 		$979K Sell
6,695
-50
-0.7% -$6.64K 0.2% 61
2023
Q3 		$975K Hold
6,745
– – 0.21% 61
2023
Q2 		$1.32M Hold
6,745
– – 0.27% 59
2023
Q1 		$1.66M Hold
6,745
– – 0.36% 55
2022
Q4 		$1.67M Hold
6,745
– – 0.38% 56
2022
Q3 		$1.46M Hold
6,745
– – 0.36% 56
2022
Q2 		$1.72M Buy
6,745
+1,120
+20% +$284K 0.38% 56
2022
Q1 		$1.53M Buy
+5,625
New +$1.69M 0.3% 63

Other funds holding EL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return