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TOBAM’s Estee Lauder EL Stock Holding History

TOBAM’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
Q2 		– Sell
-807
Closed -$53K – 266
2025
Q1 		$53K Sell
807
-4,268
-84% -$309K 0.02% 169
2024
Q4 		$381K Buy
5,075
+4,050
+395% +$320K 0.12% 122
2024
Q3 		$102K Hold
1,025
– – 0.02% 244
2024
Q2 		$109K Sell
1,025
-332
-24% -$43.5K 0.02% 230
2024
Q1 		$209K Buy
1,357
+208
+18% +$29.5K 0.02% 233
2023
Q4 		$168K Sell
1,149
-199
-15% -$26.4K 0.01% 237
2023
Q3 		$195K Buy
1,348
+214
+19% +$35.7K 0.02% 224
2023
Q2 		$223K Buy
1,134
+211
+23% +$44.8K 0.02% 213
2023
Q1 		$227K Buy
923
+229
+33% +$58.2K 0.02% 201
2022
Q4 		$172K Buy
+694
New +$155K 0.01% 211
2022
Q3 		– Sell
-1,040
Closed -$265K – 443
2022
Q2 		$265K Buy
1,040
+135
+15% +$34.2K 0.02% 216
2022
Q1 		$246K Buy
905
+195
+27% +$58.7K 0.01% 216
2021
Q4 		$263K Hold
710
– – 0.01% 180
2021
Q3 		$213K Hold
710
– – 0.01% 190
2021
Q2 		$226K Hold
710
– – 0.01% 189
2021
Q1 		$207K Hold
710
– – 0.01% 184
2020
Q4 		$189K Hold
710
– – 0.01% 193
2020
Q3 		$155K Buy
+710
New +$146K 0.01% 186
2018
Q3 		– Sell
-10,665
Closed -$1.52M – 142
2018
Q2 		$1.52M Sell
10,665
-2,533
-19% -$375K 0.06% 125
2018
Q1 		$1.98M Buy
+13,198
New +$1.83M 0.08% 123

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TOBAM's EL Position: Q2 2025 in Review

TOBAM sold out of Estee Lauder (EL) in Q2 2025, closing a stake of 807 shares — an estimated $53K sold.

TOBAM first reported a position in EL in Q1 2018 and held it in 20 quarters. The position peaked at $1.98M in Q1 2018. 810 funds tracked by Wall St. Rank hold EL as of Q2 2025.

  • TOBAM reported no remaining Estee Lauder position as of Q2 2025 after selling out during the quarter.
  • TOBAM sold 807 Estee Lauder shares in Q2 2025, an estimated $53K.
  • TOBAM first reported a position in Estee Lauder in Q1 2018 and held it in 20 quarters.
  • TOBAM's Estee Lauder position peaked at $1.98M in Q1 2018.
  • 810 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2025.

Based on TOBAM's 13F filing for Q2 2025, filed 8 Aug 2025.