EL β€” ESTEE LAUDER COS INC CLA

Ownership history in Boit C F David  Β·  7 quarters on record

AI Ownership Summary

Boit C F David reported ESTEE LAUDER COS INC CLA (EL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows EL at 0.11% 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.

What this EL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in ESTEE LAUDER COS INC CLA, 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
2026 Q1

EL was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

How Boit C F David held EL β€” position size vs. price
% of Fund (quarterly)    EL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,500 β€” 0% 0.11% $251K 2026-04-09 $73.29
2025 Q4 UNCHANGED 3,500 β€” 0% 0.17% $398K 2026-01-15 $115.29
2025 Q3 UNCHANGED 3,500 β€” 0% 0.14% $308K 2025-10-28 $98.08
2025 Q2 UNCHANGED 3,500 β€” 0% 0.14% $283K 2025-07-30 $92.66
2025 Q1 UNCHANGED 3,500 β€” 0% 0.12% $231K 2025-04-08 $49.27
2024 Q4 UNCHANGED 3,500 β€” 0% 0.11% $262K 2025-01-24 $80.80
2024 Q3 INITIATED 3,500 β€” β€” 0.17% $340K 2024-10-07 $93.64

FAQ About Boit C F David and EL

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

How long has Boit C F David reported owning EL?

Boit C F David reported EL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EL position in Boit C F David's portfolio?

The largest reported portfolio weight for EL was 0.17% in 2025 Q4.

What is the latest reported EL position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 3,500 shares, equal to 0.11% of portfolio, with an estimated market value of $251K.

What does the chart on this EL ownership page compare?

The chart compares Boit C F David'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.

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