Algert Global’s Estee Lauder EL Stock Holding History

Algert Global’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
2026 Q1	–	Sell	-5,959	Closed	-$624K	–	1210
2025 Q4	$624K	Buy	+5,959	New	+$578K	0.01%	919
2022 Q2	–	Sell	-1,412	Closed	-$385K	–	1249
2022 Q1	$385K	Buy	+1,412	New	+$425K	0.03%	894
2021 Q2	–	Sell	-5,090	Closed	-$1.48M	–	450
2021 Q1	$1.48M	Buy	+5,090	New	+$1.39M	0.47%	57
2020 Q2	–	Sell	-4,238	Closed	-$675K	–	441
2020 Q1	$675K	Sell	4,238 -8,316	-66%	-$1.6M	0.28%	132
2019 Q4	$2.59M	Buy	12,554 +1,094	+10%	+$213K	0.77%	21
2019 Q3	$2.28M	Buy	11,460 +798	+7%	+$153K	0.85%	27
2019 Q2	$1.95M	Buy	10,662 +8,195	+332%	+$1.4M	0.72%	35
2019 Q1	$408K	Sell	2,467 -5,478	-69%	-$805K	0.23%	149
2018 Q4	$1.03M	Buy	+7,945	New	+$1.08M	0.29%	119
2018 Q3	–	Sell	-23,082	Closed	-$3.29M	–	359
2018 Q2	$3.29M	Sell	23,082 -2,601	-10%	-$385K	0.68%	36
2018 Q1	$3.85M	Buy	+25,683	New	+$3.56M	0.74%	23

Other funds holding EL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Algert Global's EL Position: Q1 2026 in Review

Algert Global sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 5,959 shares — an estimated $624K sold.

Algert Global first reported a position in EL in Q1 2018 and held it in 11 quarters. The position peaked at $3.85M in Q1 2018. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Algert Global reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Algert Global sold 5,959 Estee Lauder shares in Q1 2026, an estimated $624K.
Algert Global first reported a position in Estee Lauder in Q1 2018 and held it in 11 quarters.
Algert Global's Estee Lauder position peaked at $3.85M in Q1 2018.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.