Guardian Investment Management’s Estee Lauder EL Stock Holding History

Guardian 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
2025 Q3	–	Sell	-4,250	Closed	-$343K	–	56
2025 Q2	$343K	Sell	4,250 -200	-4%	-$12.9K	0.35%	48
2025 Q1	$294K	Hold	4,450	–	–	0.25%	54
2024 Q4	$342K	Hold	4,450	–	–	0.24%	57
2024 Q3	$444K	Hold	4,450	–	–	0.38%	54
2024 Q2	$473K	Sell	4,450 -350	-7%	-$45.9K	0.34%	52
2024 Q1	$740K	Hold	4,800	–	–	0.6%	46
2023 Q4	$702K	Sell	4,800 -150	-3%	-$19.9K	0.59%	42
2023 Q3	$716K	Hold	4,950	–	–	0.65%	41
2023 Q2	$972K	Sell	4,950 -175	-3%	-$37.1K	0.83%	34
2023 Q1	$1.49M	Buy	5,125 +125	+3%	+$31.8K	1.12%	34
2022 Q4	$1.24M	Hold	5,000	–	–	1.17%	30
2022 Q3	$1.08M	Buy	+5,000	New	+$1.28M	1.09%	32
2018 Q4	–	Sell	-7,542	Closed	-$1.08M	–	57
2018 Q3	$1.08M	Hold	7,542	–	–	0.95%	42
2018 Q2	$1.08M	Hold	7,542	–	–	1.03%	38
2018 Q1	$1.13M	Buy	+7,542	New	+$1.04M	1.2%	30
2016 Q2	–	Sell	-11,950	Closed	-$1.13M	–	56
2016 Q1	$1.13M	Sell	11,950 -750	-6%	-$66.9K	1.29%	31
2015 Q4	$1.12M	Hold	12,700	–	–	1.2%	36
2015 Q3	$1.03M	Hold	12,700	–	–	1.14%	38
2015 Q2	$1.11M	Hold	12,700	–	–	1.24%	36
2015 Q1	$1.05M	Sell	12,700 -3,000	-19%	-$236K	1.17%	36
2014 Q4	$1.2M	Hold	15,700	–	–	1.26%	37
2014 Q3	$1.05M	Hold	15,700	–	–	1.22%	37
2014 Q2	$1.17M	Hold	15,700	–	–	1.27%	35
2014 Q1	$1.05M	Hold	15,700	–	–	1.22%	37
2013 Q4	$1.18M	Hold	15,700	–	–	1.31%	31
2013 Q3	$1.1M	Hold	15,700	–	–	1.49%	25
2013 Q2	$1.04M	Buy	+15,700	New	+$1.07M	1.5%	25

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Investment Management's EL Position: Q3 2025 in Review

Guardian Investment Management sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 4,250 shares — an estimated $343K sold.

Guardian Investment Management first reported a position in EL in Q2 2013 and held it in 27 quarters. The position peaked at $1.49M in Q1 2023. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

Guardian Investment Management reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
Guardian Investment Management sold 4,250 Estee Lauder shares in Q3 2025, an estimated $343K.
Guardian Investment Management first reported a position in Estee Lauder in Q2 2013 and held it in 27 quarters.
Guardian Investment Management's Estee Lauder position peaked at $1.49M in Q1 2023.
822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Guardian Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.