Synergy Asset Management’s Estee Lauder EL Stock Holding History

Synergy Asset Management’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 Q1	–	Sell	-120	Closed	-$12K	–	276
2024 Q4	$12K	Buy	+120	New	+$9.48K	﹤0.01%	437

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

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) New York $29.8B AUM 12.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Synergy Asset Management's EL Position: Q1 2025 in Review

Synergy Asset Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 120 shares — an estimated $12K sold.

Synergy Asset Management first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $12K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

Synergy Asset Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 120 Estee Lauder shares in Q1 2025, an estimated $12K.
Synergy Asset Management first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Estee Lauder position peaked at $12K in Q4 2024.
791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.