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Intact Investment Management’s Estee Lauder EL Stock Holding History

Intact 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
Q1 		– Sell
-6,800
Closed -$510K – 329
2024
Q4 		$510K Sell
6,800
-27,750
-80% -$2.19M 0.02% 241
2024
Q3 		$3.44M Buy
34,550
+10,580
+44% +$1M 0.11% 160
2024
Q2 		$2.55M Buy
23,970
+8,570
+56% +$1.12M 0.1% 164
2024
Q1 		$2.37M Hold
15,400
– – 0.09% 166
2023
Q4 		$2.25M Sell
15,400
-4,500
-23% -$597K 0.09% 171
2023
Q3 		$2.88M Sell
19,900
-2,300
-10% -$383K 0.12% 144
2023
Q2 		$4.36M Buy
+22,200
New +$4.71M 0.18% 117
2018
Q1 		– Sell
-1,800
Closed -$229K – 266
2017
Q4 		$229K Buy
+1,800
New +$216K 0.01% 223
2017
Q3 		– Sell
-3,000
Closed -$288K – 253
2017
Q2 		$288K Sell
3,000
-500
-14% -$45.9K 0.01% 225
2017
Q1 		$297K Sell
3,500
-7,900
-69% -$653K 0.01% 225
2016
Q4 		$872K Buy
11,400
+2,000
+21% +$163K 0.03% 160
2016
Q3 		$832K Buy
9,400
+3,700
+65% +$337K 0.03% 159
2016
Q2 		$519K Buy
+5,700
New +$532K 0.02% 201
2015
Q2 		– Sell
-4,700
Closed -$391K – 240
2015
Q1 		$391K Sell
4,700
-5,300
-53% -$417K 0.02% 237
2014
Q4 		$762K Buy
10,000
+100
+1% +$7.39K 0.03% 170
2014
Q3 		$740K Buy
9,900
+1,800
+22% +$135K 0.03% 159
2014
Q2 		$601K Hold
8,100
– – 0.02% 160
2014
Q1 		$542K Buy
+8,100
New +$563K 0.02% 165

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Intact Investment Management's EL Position: Q1 2025 in Review

Intact Investment Management sold out of Estee Lauder (EL) in Q1 2025, closing a stake of 6,800 shares — an estimated $510K sold.

Intact Investment Management first reported a position in EL in Q1 2014 and held it in 18 quarters. The position peaked at $4.36M in Q2 2023. 793 funds tracked by Wall St. Rank hold EL as of Q1 2025.

  • Intact Investment Management reported no remaining Estee Lauder position as of Q1 2025 after selling out during the quarter.
  • Intact Investment Management sold 6,800 Estee Lauder shares in Q1 2025, an estimated $510K.
  • Intact Investment Management first reported a position in Estee Lauder in Q1 2014 and held it in 18 quarters.
  • Intact Investment Management's Estee Lauder position peaked at $4.36M in Q2 2023.
  • 793 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2025.

Based on Intact Investment Management's 13F filing for Q1 2025, filed 22 Apr 2025.