Ally Financial Inc. EL — Estee Lauder Cos Inc/the

Ownership history in Ally Financial Inc.  ·  21 quarters on record

AI Ownership Summary

Ally Financial Inc. reported Estee Lauder Cos Inc/the (EL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.56% in 2024 Q1. The latest visible filing shows EL at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ally Financial Inc.'s position in Estee Lauder Cos Inc/the, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EL was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EL stock page Ally Financial Inc. fund profile Ally Financial Inc. full holdings
How Ally Financial Inc. held EL — position size vs. price
% of Fund (quarterly)    EL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 34,000 — 0% 0.43% $3.6M 2026-02-14 (Est.) $107.90
2025 Q3 UNCHANGED — — — 34,000 — 0% 0.37% $3.0M 2025-11-13 $89.30
2025 Q2 UNCHANGED — — — 34,000 — 0% 0.31% $2.7M 2025-08-13 $94.25
2025 Q1 UNCHANGED — — — 34,000 — 0% 0.25% $2.2M 2025-05-14 $63.10
2024 Q4 UNCHANGED — — — 34,000 — 0% 0.31% $2.5M 2025-02-13 $68.25
2024 Q3 ADDED — — — 34,000 +7,000 +25.9% 0.41% $3.4M 2024-11-13 $61.29
2024 Q2 UNCHANGED — — — 27,000 — 0% 0.36% $2.9M 2024-08-13 $88.97
2024 Q1 UNCHANGED — — — 27,000 — 0% 0.56% $4.2M 2024-05-14 $129.05
2023 Q4 UNCHANGED — — — 27,000 — 0% 0.52% $3.9M 2024-02-13 $136.23
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EL

As of 2026 Q1 — sorted by position size

Crystal Rock Capital Management 3Y 7Y 1.86% Lazard Freres Gestion S.A.S. 3Y 1.57% S.E.E.D. Planning Group LLC 3Y 1.51% Salvus Wealth Management, LLC 3Y 1.28% Blue Capital, Inc. 1.26% Murphy Pohlad Asset Management LLC 3Y 7Y 0.98% Long Road Investment Counsel, LLC 3Y 7Y 0.97% Amanah Holdings Trust 0.87% LECAP ASSET MANAGEMENT LTD 0.8% Oliver Luxxe Assets LLC 3Y 7Y 0.75%

FAQ About Ally Financial Inc. and EL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ally Financial Inc. reported owning EL?

Ally Financial Inc. reported EL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EL position in Ally Financial Inc.'s portfolio?

The largest reported portfolio weight for EL was 0.56% in 2024 Q1.

What is the latest reported EL position on this page?

The most recent filing on this page is 2025 Q4, when Ally Financial Inc. reported 34,000 shares, equal to 0.43% of portfolio, with an estimated market value of $3.6M.

What does the chart on this EL ownership page compare?

The chart compares Ally Financial Inc.'s quarterly EL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ally Financial Inc. time their EL position?

Based on 13F filing dates vs. subsequent EL price moves, Ally Financial Inc. correctly timed 5 out of 10 reported position changes (50%).

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