SS&H Financial Advisors’s Estee Lauder EL Stock Holding History

SS&H 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 Q4	$317K	Hold	3,030	–	–	0.09%	110
2025 Q3	$267K	Hold	3,030	–	–	0.08%	119
2025 Q2	$245K	Sell	3,030 -1,000	-25%	-$64.3K	0.08%	114
2025 Q1	$266K	Hold	4,030	–	–	0.1%	110
2024 Q4	$303K	Hold	4,030	–	–	0.11%	108
2024 Q3	$402K	Hold	4,030	–	–	0.15%	104
2024 Q2	$428K	Hold	4,030	–	–	0.17%	98
2024 Q1	$621K	Hold	4,030	–	–	0.26%	78
2023 Q4	$589K	Sell	4,030 -500	-11%	-$66.4K	0.25%	80
2023 Q3	$655K	Buy	+4,530	New	+$755K	0.31%	72
2023 Q1	$1.13M	Hold	4,580	–	–	0.52%	51
2022 Q4	$1.14M	Hold	4,580	–	–	0.54%	55
2022 Q3	$989K	Hold	4,580	–	–	0.51%	59
2022 Q2	$1.17M	Hold	4,580	–	–	0.54%	52
2022 Q1	$1.25M	Buy	+4,580	New	+$1.38M	0.49%	57

Other funds holding EL

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

Capital World Investors

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

Bank of New York Mellon

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