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TruNorth Capital Management’s Estee Lauder EL Stock Holding History

TruNorth Capital 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
-1,200
Closed -$90K – 441
2024
Q4 		$90K Buy
+1,200
New +$94.8K 0.02% 108

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IFP
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Invesco
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TruNorth Capital Management's EL Position: Q1 2025 in Review

TruNorth Capital Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 1,200 shares — an estimated $90K sold.

TruNorth Capital Management first reported a position in EL in Q4 2024 and held it in 1 quarter. The position peaked at $90K in Q4 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • TruNorth Capital Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 1,200 Estee Lauder shares in Q1 2025, an estimated $90K.
  • TruNorth Capital Management first reported a position in Estee Lauder in Q4 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Estee Lauder position peaked at $90K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on TruNorth Capital Management's 13F filing for Q1 2025, filed 1 May 2025.