Summit Securities Group
EL icon

Summit Securities Group’s Estee Lauder EL Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-2,000
Closed -$213K – 663
2024
Q2 		$213K Buy
+2,000
New +$262K 0.04% 160
2020
Q3 		– Sell
-20
Closed -$377K – 405
2020
Q2 		$377K Buy
+20
New +$3.57K 0.05% 281

Other funds holding EL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Lazard Frères Gestion
Lazard Frères Gestion Paris, France $5.95B AUM 23.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Summit Securities Group's EL Position: Q3 2026 in Review

Summit Securities Group increased its Estee Lauder (EL) stake by 243% in Q3 2026, buying an estimated $180K and bringing the position to 2,800 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #293.

Summit Securities Group first reported a position in EL in Q3 2014 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2017. 466 funds tracked by Wall St. Rank hold EL as of Q3 2026.

  • Summit Securities Group held 2,800 shares of Estee Lauder worth $260K as of Q3 2026.
  • Summit Securities Group bought 1,983 Estee Lauder shares in Q3 2026, an estimated $180K.
  • Estee Lauder made up 0.02% of Summit Securities Group's portfolio in Q3 2026, its #293 holding.
  • Summit Securities Group first reported a position in Estee Lauder in Q3 2014 and has held it in 21 quarters since.
  • Summit Securities Group's Estee Lauder position peaked at $1.11M in Q4 2017.
  • 466 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.