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Wolf Group Capital Advisors’s Estee Lauder EL Stock Holding History

Wolf Group Capital Advisors’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 		$214K Buy
+3,239
New +$234K 0.07% 161

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JP Morgan Chase
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Wolf Group Capital Advisors's EL Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Estee Lauder (EL) in Q1 2025: 3,239 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings.

791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Wolf Group Capital Advisors held 3,239 shares of Estee Lauder worth $214K as of Q1 2025.
  • Estee Lauder was a new Wolf Group Capital Advisors position in Q1 2025.
  • Estee Lauder made up 0.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #161 holding.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.