SFA
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Semmax Financial Advisors’s Estee Lauder EL Stock Holding History

Semmax Financial 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
Q2 		$1.14K Buy
13
+1
+8% +$64 ﹤0.01% 365
2025
Q1 		$762 Hold
12
– – ﹤0.01% 364
2024
Q4 		$866 Hold
12
– – ﹤0.01% 309
2024
Q3 		$777 Hold
12
– – ﹤0.01% 332
2024
Q2 		$1.13K Hold
12
– – ﹤0.01% 352
2024
Q1 		$1.64K Hold
12
– – ﹤0.01% 315
2023
Q4 		$1.73K Hold
12
– – ﹤0.01% 323
2023
Q3 		$1.38K Buy
+12
New +$2K ﹤0.01% 291
2021
Q2 		– Sell
-80
Closed -$23K – 264
2021
Q1 		$23K Buy
80
+70
+700% +$19.2K 0.01% 159
2020
Q4 		$3K Buy
+10
New +$2.41K ﹤0.01% 195

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State Street
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Eagle Capital Management (New York)
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IFP
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return