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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
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

Northwest & Ethical Investments's EL Position: Q1 2026 in Review

Northwest & Ethical Investments opened a new position in Estee Lauder (EL) in Q1 2026: 2,934 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Northwest & Ethical Investments previously reported a position in EL as recently as Q3 2024.

Northwest & Ethical Investments first reported a position in EL in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.8M in Q2 2019. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Northwest & Ethical Investments held 2,934 shares of Estee Lauder worth $208K as of Q1 2026.
  • Estee Lauder was a new Northwest & Ethical Investments position in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #484 holding.
  • Northwest & Ethical Investments first reported a position in Estee Lauder in Q4 2017 and has held it in 16 quarters since.
  • Northwest & Ethical Investments's Estee Lauder position peaked at $1.8M in Q2 2019.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.