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Sound Income Strategies’s Estee Lauder EL Stock Holding History

Sound Income Strategies’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
-20
Closed -$1.62K – 1739
2025
Q2 		$1.62K Hold
20
– – ﹤0.01% 1292
2025
Q1 		$1.32K Hold
20
– – ﹤0.01% 1306
2024
Q4 		$1.5K Buy
+20
New +$1.58K ﹤0.01% 1218
2024
Q3 		– Sell
-4
Closed -$426 – 1429
2024
Q2 		$426 Sell
4
-1
-20% -$131 ﹤0.01% 1289
2024
Q1 		$771 Buy
+5
New +$709 ﹤0.01% 1194
2022
Q3 		– Sell
-2
Closed -$1K – 908
2022
Q2 		$1K Hold
2
– – ﹤0.01% 797
2022
Q1 		$1K Buy
+2
New +$602 ﹤0.01% 786

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Income Strategies's EL Position: Q3 2025 in Review

Sound Income Strategies sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 20 shares — an estimated $1.62K sold.

Sound Income Strategies first reported a position in EL in Q1 2022 and held it in 7 quarters. The position peaked at $1.62K in Q2 2025. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Sound Income Strategies reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 20 Estee Lauder shares in Q3 2025, an estimated $1.62K.
  • Sound Income Strategies first reported a position in Estee Lauder in Q1 2022 and held it in 7 quarters.
  • Sound Income Strategies's Estee Lauder position peaked at $1.62K in Q2 2025.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.