Jacobs Levy Equity Management’s Estee Lauder EL Stock Holding History

Jacobs Levy Equity 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	$18.9M	Buy	263,068 +213,252	+428%	+$21.8M	0.08%	218
2025 Q4	$5.22M	Buy	49,816 +24,801	+99%	+$2.41M	0.02%	400
2025 Q3	$2.2M	Sell	25,015 -43,190	-63%	-$3.85M	0.01%	575
2025 Q2	$5.51M	Buy	68,205 +34,003	+99%	+$2.19M	0.02%	412
2025 Q1	$2.26M	Buy	+34,202	New	+$2.47M	0.01%	633
2024 Q4	–	Sell	-61,927	Closed	-$6.17M	–	970
2024 Q3	$6.17M	Sell	61,927 -252,797	-80%	-$24M	0.02%	408
2024 Q2	$33.5M	Buy	314,724 +8,117	+3%	+$1.06M	0.14%	155
2024 Q1	$47.3M	Buy	306,607 +286,115	+1,396%	+$40.6M	0.21%	114
2023 Q4	$3M	Buy	20,492 +16,708	+442%	+$2.22M	0.02%	533
2023 Q3	$547K	Buy	+3,784	New	+$631K	﹤0.01%	780
2022 Q4	–	Sell	-27,139	Closed	-$5.86M	–	962
2022 Q3	$5.86M	Buy	+27,139	New	+$6.93M	0.05%	357
2019 Q3	–	Sell	-46,424	Closed	-$8.5M	–	943
2019 Q2	$8.5M	Buy	+46,424	New	+$7.93M	0.12%	226
2018 Q2	–	Sell	-14,910	Closed	-$2.23M	–	1041
2018 Q1	$2.23M	Buy	+14,910	New	+$2.06M	0.04%	453
2017 Q3	–	Sell	-17,000	Closed	-$1.63M	–	970
2017 Q2	$1.63M	Sell	17,000 -55,700	-77%	-$5.11M	0.03%	480
2017 Q1	$6.16M	Buy	72,700 +25,910	+55%	+$2.14M	0.12%	219
2016 Q4	$3.58M	Sell	46,790 -63,410	-58%	-$5.15M	0.07%	309
2016 Q3	$9.76M	Sell	110,200 -1,430	-1%	-$130K	0.17%	167
2016 Q2	$10.2M	Buy	+111,630	New	+$10.4M	0.21%	148
2014 Q3	–	Sell	-354,469	Closed	-$26.3M	–	842
2014 Q2	$26.3M	Sell	354,469 -6,050	-2%	-$445K	0.44%	62
2014 Q1	$24.1M	Buy	360,519 +115,279	+47%	+$8.01M	0.4%	75
2013 Q4	$18.5M	Buy	245,240 +67,630	+38%	+$4.9M	0.28%	112
2013 Q3	$12.4M	Sell	177,610 -1,130	-0.6%	-$76.5K	0.21%	149
2013 Q2	$11.8M	Buy	+178,740	New	+$12.2M	0.21%	142

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

Jacobs Levy Equity Management's EL Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Estee Lauder (EL) stake by 428% in Q1 2026, buying an estimated $21.8M and bringing the position to 263,068 shares worth $18.9M. The position accounts for 0.08% of the portfolio, ranked #218.

Jacobs Levy Equity Management first reported a position in EL in Q2 2013 and has held it in 23 quarters since. The position peaked at $47.3M in Q1 2024. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Jacobs Levy Equity Management held 263,068 shares of Estee Lauder worth $18.9M as of Q1 2026.
Jacobs Levy Equity Management bought 213,252 Estee Lauder shares in Q1 2026, an estimated $21.8M.
Estee Lauder made up 0.08% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #218 holding.
Jacobs Levy Equity Management first reported a position in Estee Lauder in Q2 2013 and has held it in 23 quarters since.
Jacobs Levy Equity Management's Estee Lauder position peaked at $47.3M in Q1 2024.
831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.