Simon Quick Advisors’s Estee Lauder EL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-10,074
Closed -$1.05M 389
2025
Q4
$1.05M Buy
10,074
+177
+2% +$17.2K 0.05% 183
2025
Q3
$872K Buy
9,897
+244
+3% +$21.7K 0.04% 205
2025
Q2
$780K Buy
+9,653
New +$621K 0.04% 208
2024
Q2
Sell
-2,181
Closed -$336K 413
2024
Q1
$336K Buy
2,181
+343
+19% +$48.7K 0.03% 269
2023
Q4
$269K Buy
1,838
+45
+3% +$5.97K 0.02% 260
2023
Q3
$259K Buy
+1,793
New +$299K 0.02% 258
2022
Q2
Sell
-209
Closed -$57K 245
2022
Q1
$57K Buy
209
+2
+1% +$602 0.02% 195
2021
Q4
$77K Sell
207
-5
-2% -$1.7K 0.02% 184
2021
Q3
$63K Buy
212
+5
+2% +$1.63K 0.02% 226
2021
Q2
$65K Sell
207
-1
-0.5% -$303 0.02% 201
2021
Q1
$60K Sell
208
-10
-5% -$2.74K 0.02% 218
2020
Q4
$58K Sell
218
-41
-16% -$9.86K 0.02% 192
2020
Q3
$57K Buy
259
+28
+12% +$5.76K 0.02% 178
2020
Q2
$44K Sell
231
-11
-5% -$1.97K 0.02% 205
2020
Q1
$39K Sell
242
-7
-3% -$1.35K 0.01% 215
2019
Q4
$51K Buy
249
+195
+361% +$37.9K 0.02% 221
2019
Q3
$11K Sell
54
-107
-66% -$20.5K ﹤0.01% 263
2019
Q2
$29.5K Buy
161
+128
+388% +$21.9K 0.01% 149
2019
Q1
$5K Hold
33
﹤0.01% 359
2018
Q4
$4K Buy
+33
New +$4.48K ﹤0.01% 293
2018
Q3
Sell
-1,012
Closed -$144K 317
2018
Q2
$144K Buy
+1,012
New +$150K 0.06% 93
2017
Q4
Sell
-200
Closed -$22K 477
2017
Q3
$22K Buy
+200
New +$20.5K 0.01% 349
2017
Q2
Sell
-3,665
Closed -$311K 313
2017
Q1
$311K Sell
3,665
-757
-17% -$62.5K 0.18% 59
2016
Q4
$338K Buy
+4,422
New +$359K 0.25% 64

Other funds holding EL

Simon Quick Advisors's EL Position: Q1 2026 in Review

Simon Quick Advisors sold out of Estee Lauder (EL) in Q1 2026, closing a stake of 10,074 shares — an estimated $1.05M sold.

Simon Quick Advisors first reported a position in EL in Q4 2016 and held it in 24 quarters. The position peaked at $1.05M in Q4 2025. 835 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Simon Quick Advisors reported no remaining Estee Lauder position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 10,074 Estee Lauder shares in Q1 2026, an estimated $1.05M.
  • Simon Quick Advisors first reported a position in Estee Lauder in Q4 2016 and held it in 24 quarters.
  • Simon Quick Advisors's Estee Lauder position peaked at $1.05M in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.