Evergreen Capital Management’s Estee Lauder EL Stock Holding History

Evergreen Capital 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
2026 Q1	–	Sell	-2,173	Closed	-$228K	–	1547
2025 Q4	$228K	Buy	+2,173	New	+$211K	0.01%	1223
2025 Q1	–	Sell	-3,638	Closed	-$273K	–	1123
2024 Q4	$273K	Buy	+3,638	New	+$287K	0.01%	789
2023 Q2	–	Sell	-861	Closed	-$212K	–	812
2023 Q1	$212K	Sell	861 -52	-6%	-$13.2K	0.01%	636
2022 Q4	$227K	Sell	913 -171	-16%	-$38.2K	0.01%	568
2022 Q3	$234K	Buy	1,084 +237	+28%	+$60.5K	0.01%	512
2022 Q2	$216K	Buy	+847	New	+$215K	0.01%	506
2021 Q1	–	Sell	-1,034	Closed	-$275K	–	514
2020 Q4	$275K	Buy	1,034 +8	+0.8%	+$1.93K	0.02%	364
2020 Q3	$224K	Buy	+1,026	New	+$211K	0.02%	373
2020 Q1	–	Sell	-1,089	Closed	-$225K	–	419
2019 Q4	$225K	Buy	+1,089	New	+$212K	0.02%	416

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

Evergreen Capital Management's EL Position: Q1 2026 in Review

Evergreen Capital Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 2,173 shares — an estimated $228K sold.

Evergreen Capital Management first reported a position in EL in Q4 2019 and held it in 9 quarters. The position peaked at $275K in Q4 2020. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Evergreen Capital Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 2,173 Estee Lauder shares in Q1 2026, an estimated $228K.
Evergreen Capital Management first reported a position in Estee Lauder in Q4 2019 and held it in 9 quarters.
Evergreen Capital Management's Estee Lauder position peaked at $275K in Q4 2020.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.