NEI
EL icon

Northwest & Ethical Investments’s Estee Lauder EL Stock Holding History

Northwest & Ethical Investments’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
Q2 		$231K Sell
2,911
-23
-0.8% -$1.86K 0.01% 397
2026
Q1 		$208K Buy
+2,934
New +$300K ﹤0.01% 484
2024
Q4 		– Sell
-900
Closed -$89.7K – 522
2024
Q3 		$89.7K Buy
+900
New +$85.3K ﹤0.01% 468
2021
Q3 		– Sell
-2,727
Closed -$867K – 406
2021
Q2 		$867K Sell
2,727
-2,602
-49% -$789K 0.03% 320
2021
Q1 		$1.55M Buy
5,329
+2,695
+102% +$738K 0.05% 294
2020
Q4 		$701K Hold
2,634
– – 0.03% 342
2020
Q3 		$575K Buy
2,634
+192
+8% +$39.5K 0.03% 341
2020
Q2 		$461K Buy
2,442
+405
+20% +$72.4K 0.02% 344
2020
Q1 		$325K Buy
2,037
+44
+2% +$8.49K 0.02% 349
2019
Q4 		$412K Buy
1,993
+36
+2% +$6.99K 0.02% 356
2019
Q3 		$389K Sell
1,957
-7,894
-80% -$1.51M 0.02% 353
2019
Q2 		$1.8M Buy
9,851
+62
+0.6% +$10.6K 0.09% 270
2019
Q1 		$1.62M Sell
9,789
-70
-0.7% -$10.3K 0.08% 281
2018
Q4 		$1.28M Buy
9,859
+4,659
+90% +$633K 0.08% 288
2018
Q3 		$756K Hold
5,200
– – 0.05% 307
2018
Q2 		$742K Buy
+5,200
New +$770K 0.05% 300
2018
Q1 		– Sell
-6,000
Closed -$763K – 356
2017
Q4 		$763K Buy
+6,000
New +$721K 0.05% 298

Other funds holding EL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwest & Ethical Investments's EL Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Estee Lauder (EL) stake by 0.78% in Q2 2026, selling an estimated $1.86K and leaving 2,911 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #397.

Northwest & Ethical Investments first reported a position in EL in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.8M in Q2 2019. 833 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Northwest & Ethical Investments held 2,911 shares of Estee Lauder worth $231K as of Q2 2026.
  • Northwest & Ethical Investments sold 23 Estee Lauder shares in Q2 2026, an estimated $1.86K.
  • Estee Lauder made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #397 holding.
  • Northwest & Ethical Investments first reported a position in Estee Lauder in Q4 2017 and has held it in 17 quarters since.
  • Northwest & Ethical Investments's Estee Lauder position peaked at $1.8M in Q2 2019.
  • 833 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.