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Perennial Advisors’s Estee Lauder EL Stock Holding History

Perennial Advisors’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
Q3 		– Sell
-9,694
Closed -$783K – 131
2025
Q2 		$783K Sell
9,694
-134
-1% -$8.62K 0.15% 71
2025
Q1 		$649K Buy
+9,828
New +$711K 0.13% 73
2024
Q2 		$1.87M Buy
17,531
+3,307
+23% +$434K 0.42% 54
2024
Q1 		$2.19M Buy
+14,224
New +$2.02M 0.51% 52
2023
Q4 		– Sell
-12,584
Closed -$1.82M – 118
2023
Q3 		$1.82M Buy
12,584
+648
+5% +$108K 0.49% 54
2023
Q2 		$2.34M Buy
11,936
+2,289
+24% +$486K 0.6% 50
2023
Q1 		$2.38M Buy
9,647
+626
+7% +$159K 0.68% 48
2022
Q4 		$2.24M Buy
9,021
+152
+2% +$33.9K 0.71% 48
2022
Q3 		$1.92M Buy
8,869
+310
+4% +$79.1K 0.63% 51
2022
Q2 		$2.18M Buy
8,559
+376
+5% +$95.4K 0.68% 49
2022
Q1 		$2.23M Buy
8,183
+956
+13% +$288K 0.59% 51
2021
Q4 		$2.68M Buy
7,227
+218
+3% +$74K 0.72% 47
2021
Q3 		$2.1M Buy
7,009
+366
+6% +$120K 0.62% 50
2021
Q2 		$2.11M Buy
6,643
+340
+5% +$103K 0.61% 50
2021
Q1 		$1.83M Buy
6,303
+202
+3% +$55.3K 0.58% 50
2020
Q4 		$1.62M Buy
6,101
+236
+4% +$56.8K 0.57% 49
2020
Q3 		$1.28M Buy
5,865
+133
+2% +$27.4K 0.52% 49
2020
Q2 		$1.08M Sell
5,732
-456
-7% -$81.5K 0.46% 53
2020
Q1 		$986K Buy
6,188
+4,738
+327% +$914K 0.55% 52
2019
Q4 		$299K Buy
1,450
+85
+6% +$16.5K 0.14% 69
2019
Q3 		$272K Sell
1,365
-15
-1% -$2.87K 0.14% 69
2019
Q2 		$253K Hold
1,380
– – 0.13% 69
2019
Q1 		$228K Buy
1,380
+95
+7% +$14K 0.13% 73
2018
Q4 		$167K Buy
1,285
+70
+6% +$9.51K 0.11% 69
2018
Q3 		$177K Buy
1,215
+65
+6% +$9.02K 0.1% 73
2018
Q2 		$164K Buy
1,150
+450
+64% +$66.6K 0.1% 75
2018
Q1 		$105K Buy
+700
New +$96.9K 0.07% 83

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perennial Advisors's EL Position: Q3 2025 in Review

Perennial Advisors sold out of Estee Lauder (EL) in Q3 2025, closing a stake of 9,694 shares — an estimated $783K sold.

Perennial Advisors first reported a position in EL in Q1 2018 and held it in 27 quarters. The position peaked at $2.68M in Q4 2021. 822 funds tracked by Wall St. Rank hold EL as of Q3 2025.

  • Perennial Advisors reported no remaining Estee Lauder position as of Q3 2025 after selling out during the quarter.
  • Perennial Advisors sold 9,694 Estee Lauder shares in Q3 2025, an estimated $783K.
  • Perennial Advisors first reported a position in Estee Lauder in Q1 2018 and held it in 27 quarters.
  • Perennial Advisors's Estee Lauder position peaked at $2.68M in Q4 2021.
  • 822 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2025.

Based on Perennial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.