Winch Advisory Services’s Estee Lauder EL Stock Holding History

Winch Advisory Services’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	-68	Closed	-$5.1K	–	512
2024 Q4	$5.1K	Buy	+68	New	+$5.37K	﹤0.01%	361
2016 Q4	–	Sell	-156	Closed	-$14K	–	272
2016 Q3	$14K	Buy	156 +1	+0.6%	+$91	0.01%	133
2016 Q2	$14K	Hold	155	–	–	0.02%	123
2016 Q1	$15K	Buy	155 +1	+0.6%	+$89	0.02%	92
2015 Q4	$14K	Buy	154 +1	+0.7%	+$85	0.02%	109
2015 Q3	$12K	Hold	153	–	–	0.02%	108
2015 Q2	$13K	Hold	153	–	–	0.01%	163
2015 Q1	$13K	Buy	+153	New	+$12K	0.01%	129
2014 Q4	–	Sell	-152	Closed	-$11K	–	80
2014 Q3	$11K	Buy	152 +1	+0.7%	+$75	0.01%	124
2014 Q2	$11K	Hold	151	–	–	0.01%	158
2014 Q1	$10K	Buy	+151	New	+$10.5K	0.01%	172

Other funds holding EL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Winch Advisory Services's EL Position: Q1 2025 in Review

Winch Advisory Services sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 68 shares — an estimated $5.1K sold.

Winch Advisory Services first reported a position in EL in Q1 2014 and held it in 11 quarters. The position peaked at $15K in Q1 2016. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

Winch Advisory Services reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 68 Estee Lauder shares in Q1 2025, an estimated $5.1K.
Winch Advisory Services first reported a position in Estee Lauder in Q1 2014 and held it in 11 quarters.
Winch Advisory Services's Estee Lauder position peaked at $15K in Q1 2016.
793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.