Riverwater Partners’s Estee Lauder EL Stock Holding History

Riverwater Partners’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 Q3	$412K	Sell	4,438 -216	-5%	-$19.7K	0.11%	155
2026 Q2	$367K	Sell	4,654 -134	-3%	-$10.8K	0.11%	160
2026 Q1	$344K	Sell	4,788 -71	-1%	-$7.26K	0.11%	160
2025 Q4	$509K	Sell	4,859 -50	-1%	-$4.85K	0.2%	121
2025 Q3	$433K	Sell	4,909 -1,075	-18%	-$95.7K	0.18%	134
2025 Q2	$484K	Sell	5,984 -79	-1%	-$5.08K	0.23%	117
2025 Q1	$400K	Sell	6,063 -42	-0.7%	-$3.04K	0.21%	119
2024 Q4	$458K	Buy	+6,105	New	+$482K	0.22%	108
2022 Q1	–	Sell	-693	Closed	-$257K	–	135
2021 Q4	$257K	Buy	+693	New	+$235K	0.23%	175

Other funds holding EL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BSN Capital Partners London, United Kingdom $2.5B AUM 28.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Riverwater Partners's EL Position: Q3 2026 in Review

Riverwater Partners reduced its Estee Lauder (EL) stake by 4.6% in Q3 2026, selling an estimated $19.7K and leaving 4,438 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #155.

Riverwater Partners first reported a position in EL in Q4 2021 and has held it in 9 quarters since. The position peaked at $509K in Q4 2025. 390 funds tracked by Wall St. Rank hold EL as of Q3 2026.

Riverwater Partners held 4,438 shares of Estee Lauder worth $412K as of Q3 2026.
Riverwater Partners sold 216 Estee Lauder shares in Q3 2026, an estimated $19.7K.
Estee Lauder made up 0.11% of Riverwater Partners's portfolio in Q3 2026, its #155 holding.
Riverwater Partners first reported a position in Estee Lauder in Q4 2021 and has held it in 9 quarters since.
Riverwater Partners's Estee Lauder position peaked at $509K in Q4 2025.
390 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.