UF
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Univest Financial’s Estee Lauder EL Stock Holding History

Univest Financial’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
2024
Q4 		– Sell
-95,177
Closed -$9.49M – 281
2024
Q3 		$9.49M Buy
95,177
+55,116
+138% +$5.22M 0.63% 40
2024
Q2 		$4.26M Sell
40,061
-288
-0.7% -$37.8K 1.18% 26
2024
Q1 		$6.22M Buy
40,349
+29,320
+266% +$4.16M 1.75% 16
2023
Q4 		$1.61M Sell
11,029
-20,054
-65% -$2.66M 0.48% 47
2023
Q3 		$4.49M Buy
31,083
+16,640
+115% +$2.77M 1.5% 23
2023
Q2 		$2.84M Buy
+14,443
New +$3.06M 0.86% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Univest Financial's EL Position: Q4 2024 in Review

Univest Financial sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 95,177 shares — an estimated $9.49M sold.

Univest Financial first reported a position in EL in Q2 2023 and held it in 6 quarters. The position peaked at $9.49M in Q3 2024. 840 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Univest Financial reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Univest Financial sold 95,177 Estee Lauder shares in Q4 2024, an estimated $9.49M.
  • Univest Financial first reported a position in Estee Lauder in Q2 2023 and held it in 6 quarters.
  • Univest Financial's Estee Lauder position peaked at $9.49M in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.