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Summit Securities Group’s Estee Lauder EL Stock Holding History

Summit Securities Group’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
2020
Q3 		– Sell
-20
Closed -$377K – 404
2020
Q2 		$377K Buy
+20
New +$3.57K 0.05% 280

Other funds holding EL

BlackRock
BlackRock New York $5.72T 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

Summit Securities Group's EL Position: Q1 2026 in Review

Summit Securities Group reduced its Estee Lauder (EL) stake by 89% in Q1 2026, selling an estimated $33K and leaving 41 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Summit Securities Group first reported a position in EL in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2017. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Summit Securities Group held 41 shares of Estee Lauder worth $2.94K as of Q1 2026.
  • Summit Securities Group sold 323 Estee Lauder shares in Q1 2026, an estimated $33K.
  • Estee Lauder made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #891 holding.
  • Summit Securities Group first reported a position in Estee Lauder in Q3 2014 and has held it in 19 quarters since.
  • Summit Securities Group's Estee Lauder position peaked at $1.11M in Q4 2017.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.