Sierra Ocean’s Estee Lauder EL Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-55	Closed	-$4.44K	–	320
2025 Q2	$4.44K	Sell	55 -1	-2%	-$64	﹤0.01%	603
2025 Q1	$3.7K	Sell	56 -47	-46%	-$3.4K	﹤0.01%	644
2024 Q4	$7.72K	Buy	+103	New	+$8.13K	0.01%	481

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sierra Ocean's EL Position: Q3 2025 in Review

Sierra Ocean sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 55 shares — an estimated $4.44K sold.

Sierra Ocean first reported a position in EL in Q4 2024 and held it in 3 quarters. The position peaked at $7.72K in Q4 2024. 821 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Sierra Ocean reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 55 Estee Lauder shares in Q3 2025, an estimated $4.44K.
Sierra Ocean first reported a position in Estee Lauder in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Estee Lauder position peaked at $7.72K in Q4 2024.
821 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.