GIM
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Generate Investment Management’s Estee Lauder EL Stock Holding History

Generate Investment 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
-34,211
Closed -$3.58M – 74
2025
Q4 		$3.58M Buy
+34,211
New +$3.32M 0.16% 73
2024
Q1 		– Sell
-21,103
Closed -$3.09M – 79
2023
Q4 		$3.09M Buy
+21,103
New +$2.8M 0.27% 74

Other funds holding EL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Generate Investment Management's EL Position: Q1 2026 in Review

Generate Investment Management sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 34,211 shares — an estimated $3.58M sold.

Generate Investment Management first reported a position in EL in Q4 2023 and held it in 2 quarters. The position peaked at $3.58M in Q4 2025. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Generate Investment Management reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Generate Investment Management sold 34,211 Estee Lauder shares in Q1 2026, an estimated $3.58M.
  • Generate Investment Management first reported a position in Estee Lauder in Q4 2023 and held it in 2 quarters.
  • Generate Investment Management's Estee Lauder position peaked at $3.58M in Q4 2025.
  • 836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.