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Zevin Asset Management’s Estee Lauder EL Stock Holding History

Zevin 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
-75,739
Closed -$5.68M – 83
2024
Q4 		$5.68M Sell
75,739
-4,295
-5% -$339K 0.84% 39
2024
Q3 		$7.98M Buy
80,034
+6,676
+9% +$633K 1.23% 34
2024
Q2 		$7.8M Sell
73,358
-3,737
-5% -$490K 1.26% 34
2024
Q1 		$11.9M Buy
77,095
+28,675
+59% +$4.07M 1.98% 21
2023
Q4 		$7.08M Buy
48,420
+7,121
+17% +$945K 1.27% 32
2023
Q3 		$5.97M Buy
+41,299
New +$6.89M 1.2% 32

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

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

Zevin Asset Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 75,739 shares — an estimated $5.68M sold.

Zevin Asset Management first reported a position in EL in Q3 2023 and held it in 6 quarters. The position peaked at $11.9M in Q1 2024. 791 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Zevin Asset Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Zevin Asset Management sold 75,739 Estee Lauder shares in Q1 2025, an estimated $5.68M.
  • Zevin Asset Management first reported a position in Estee Lauder in Q3 2023 and held it in 6 quarters.
  • Zevin Asset Management's Estee Lauder position peaked at $11.9M in Q1 2024.
  • 791 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Zevin Asset Management's 13F filing for Q1 2025, filed 6 May 2025.