Select Equity Group’s Estee Lauder EL Stock Holding History

Select Equity Group’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 Q4	–	Sell	-436	Closed	-$38.4K	–	187
2025 Q3	$38.4K	Buy	+436	New	+$38.8K	﹤0.01%	166
2024 Q4	–	Sell	-728,540	Closed	-$57.5M	–	156
2024 Q3	$72.6M	Buy	+728,540	New	+$69.1M	0.26%	70
2023 Q4	–	Sell	-192,781	Closed	-$27.9M	–	168
2023 Q3	$27.9M	Buy	+192,781	New	+$32.1M	0.11%	95
2023 Q1	–	Sell	-6,476	Closed	-$1.61M	–	172
2022 Q4	$1.61M	Buy	6,476 +1,517	+31%	+$339K	0.01%	144
2022 Q3	$1.07M	Buy	4,959 +527	+12%	+$135K	﹤0.01%	150
2022 Q2	$1.13M	Buy	4,432 +198	+5%	+$50.2K	﹤0.01%	135
2022 Q1	$1.15M	Buy	+4,234	New	+$1.27M	﹤0.01%	144
2021 Q4	–	Sell	-76,883	Closed	-$23.1M	–	165
2021 Q3	$23.1M	Sell	76,883 -2,536	-3%	-$828K	0.08%	99
2021 Q2	$25.3M	Sell	79,419 -13,995	-15%	-$4.24M	0.09%	92
2021 Q1	$27.2M	Sell	93,414 -27,464	-23%	-$7.52M	0.1%	94
2020 Q4	$32.2M	Sell	120,878 -229,460	-65%	-$55.2M	0.13%	78
2020 Q3	$76.5M	Sell	350,338 -32,260	-8%	-$6.64M	0.38%	56
2020 Q2	$72.2M	Buy	+382,598	New	+$68.4M	0.41%	55

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

IFP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Select Equity Group's EL Position: Q4 2025 in Review

Select Equity Group sold out of Estee Lauder (EL) in Q4 2025, closing a stake of 436 shares — an estimated $38.4K sold.

Select Equity Group first reported a position in EL in Q2 2020 and held it in 13 quarters. The position peaked at $76.5M in Q3 2020. 889 funds tracked by Wall St. Rank hold EL as of Q4 2025.

Select Equity Group reported no remaining Estee Lauder position as of Q4 2025 after selling out during the quarter.
Select Equity Group sold 436 Estee Lauder shares in Q4 2025, an estimated $38.4K.
Select Equity Group first reported a position in Estee Lauder in Q2 2020 and held it in 13 quarters.
Select Equity Group's Estee Lauder position peaked at $76.5M in Q3 2020.
889 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2025.

Based on Select Equity Group's 13F filing for Q4 2025, filed 17 Feb 2026.