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Clarius Group LLC’s Estee Lauder EL Stock Holding History

Clarius Group LLC’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
-2,808
Closed -$227K – 421
2025
Q2 		$227K Buy
+2,808
New +$181K 0.01% 428
2024
Q2 		– Sell
-3,046
Closed -$470K – 466
2024
Q1 		$470K Buy
3,046
+599
+24% +$85K 0.03% 235
2023
Q4 		$358K Buy
2,447
+417
+21% +$55.3K 0.03% 309
2023
Q3 		$293K Sell
2,030
-246
-11% -$41K 0.03% 339
2023
Q2 		$447K Sell
2,276
-571
-20% -$121K 0.03% 283
2023
Q1 		$702K Sell
2,847
-202
-7% -$51.3K 0.06% 183
2022
Q4 		$756K Buy
3,049
+393
+15% +$87.8K 0.07% 171
2022
Q3 		$573K Sell
2,656
-143
-5% -$36.5K 0.06% 194
2022
Q2 		$713K Buy
2,799
+395
+16% +$100K 0.07% 170
2022
Q1 		$890K Hold
2,404
– – 0.07% 155
2021
Q4 		$890K Buy
2,404
+47
+2% +$16K 0.07% 155
2021
Q3 		$707K Buy
2,357
+6
+0.3% +$1.96K 0.06% 162
2021
Q2 		$748K Buy
2,351
+31
+1% +$9.4K 0.07% 154
2021
Q1 		$675K Buy
2,320
+47
+2% +$12.9K 0.07% 144
2020
Q4 		$605K Buy
2,273
+529
+30% +$127K 0.07% 145
2020
Q3 		$381K Buy
1,744
+8
+0.5% +$1.65K 0.05% 180
2020
Q2 		$328K Buy
1,736
+332
+24% +$59.3K 0.05% 200
2020
Q1 		$224K Sell
1,404
-133
-9% -$25.7K 0.04% 224
2019
Q4 		$336K Buy
1,537
+121
+9% +$23.5K 0.05% 188
2019
Q3 		$282K Buy
1,416
+239
+20% +$45.7K 0.05% 201
2019
Q2 		$215K Buy
+1,177
New +$201K 0.04% 233

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarius Group LLC's EL Position: Q3 2025 in Review

Clarius Group LLC sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 2,808 shares — an estimated $227K sold.

Clarius Group LLC first reported a position in EL in Q2 2019 and held it in 21 quarters. The position peaked at $890K in Q1 2022. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Clarius Group LLC reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 2,808 Estee Lauder shares in Q3 2025, an estimated $227K.
  • Clarius Group LLC first reported a position in Estee Lauder in Q2 2019 and held it in 21 quarters.
  • Clarius Group LLC's Estee Lauder position peaked at $890K in Q1 2022.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.