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Charles-Lim Capital’s Estee Lauder EL Stock Holding History

Charles-Lim Capital’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 		– Sell
-584,094
Closed -$47.2M – 8
2025
Q2 		$47.2M Buy
584,094
+434,094
+289% +$27.9M 11.76% 3
2025
Q1 		$9.9M Sell
150,000
-600,000
-80% -$43.4M 2.92% 6
2024
Q4 		$56.2M Buy
750,000
+550,000
+275% +$43.4M 14.09% 3
2024
Q3 		$19.9M Buy
+200,000
New +$19M 5.67% 4
2023
Q4 		– Sell
-75,000
Closed -$10.8M – 7
2023
Q3 		$10.8M Hold
75,000
– – 2.51% 6
2023
Q2 		$14.7M Sell
75,000
-150,000
-67% -$31.8M 2.17% 7
2023
Q1 		$55.5M Buy
+225,000
New +$57.2M 7.99% 7

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

Charles-Lim Capital's EL Position: Q3 2025 in Review

Charles-Lim Capital sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 584,094 shares — an estimated $47.2M sold.

Charles-Lim Capital first reported a position in EL in Q1 2023 and held it in 7 quarters. The position peaked at $56.2M in Q4 2024. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Charles-Lim Capital reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Charles-Lim Capital sold 584,094 Estee Lauder shares in Q3 2025, an estimated $47.2M.
  • Charles-Lim Capital first reported a position in Estee Lauder in Q1 2023 and held it in 7 quarters.
  • Charles-Lim Capital's Estee Lauder position peaked at $56.2M in Q4 2024.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Charles-Lim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.