Occudo Quantitative Strategies’s Estee Lauder EL Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-77,197	Closed	-$8.08M	–	792
2025 Q4	$8.08M	Buy	+77,197	New	+$7.49M	0.54%	45
2025 Q2	–	Sell	-13,611	Closed	-$890K	–	704
2025 Q1	$890K	Buy	13,611 +10,103	+288%	+$731K	0.12%	250
2024 Q4	$263K	Buy	+3,508	New	+$277K	0.05%	494
2024 Q1	–	Sell	-6,299	Closed	-$921K	–	813
2023 Q4	$921K	Buy	+6,299	New	+$836K	0.13%	227
2021 Q4	–	Sell	-5,154	Closed	-$1.55M	–	1113
2021 Q3	$1.55M	Buy	5,154 +2,204	+75%	+$720K	0.19%	146
2021 Q2	$938K	Buy	+2,950	New	+$894K	0.14%	232

Other funds holding EL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Occudo Quantitative Strategies's EL Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 77,197 shares — an estimated $8.08M sold.

Occudo Quantitative Strategies first reported a position in EL in Q2 2021 and held it in 6 quarters. The position peaked at $8.08M in Q4 2025. 836 funds tracked by Wall St. Rank hold EL as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 77,197 Estee Lauder shares in Q1 2026, an estimated $8.08M.
Occudo Quantitative Strategies first reported a position in Estee Lauder in Q2 2021 and held it in 6 quarters.
Occudo Quantitative Strategies's Estee Lauder position peaked at $8.08M in Q4 2025.
836 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.