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Burgundy Asset Management’s Estee Lauder EL Stock Holding History

Burgundy 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
Q3 		$40.4M Sell
440,241
-8,311
-2% -$740K 0.38% 75
2025
Q2 		$36.2M Sell
448,552
-3,801
-0.8% -$245K 0.35% 75
2025
Q1 		$29.9M Sell
452,353
-14,054
-3% -$1.02M 0.31% 73
2024
Q4 		$35M Sell
466,407
-46,543
-9% -$3.68M 0.35% 74
2024
Q3 		$51.1M Buy
+512,950
New +$48.6M 0.51% 67

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burgundy Asset Management's EL Position: Q3 2025 in Review

Burgundy Asset Management reduced its Estee Lauder (EL) stake by 1.9% in Q3 2025, selling an estimated $740K and leaving 440,241 shares worth $40.4M. The position accounts for 0.38% of the portfolio, ranked #75.

Burgundy Asset Management first reported a position in EL in Q3 2024 and has held it in 5 quarters since. The position peaked at $51.1M in Q3 2024. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Burgundy Asset Management held 440,241 shares of Estee Lauder worth $40.4M as of Q3 2025.
  • Burgundy Asset Management sold 8,311 Estee Lauder shares in Q3 2025, an estimated $740K.
  • Estee Lauder made up 0.38% of Burgundy Asset Management's portfolio in Q3 2025, its #75 holding.
  • Burgundy Asset Management first reported a position in Estee Lauder in Q3 2024 and has held it in 5 quarters since.
  • Burgundy Asset Management's Estee Lauder position peaked at $51.1M in Q3 2024.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.