EL β€” Lauder Estee Cos Inc

Ownership history in J. Stern & Co. LLP  Β·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Lauder Estee Cos Inc (EL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q3. The latest visible filing shows EL at 0.35% 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 J. Stern & Co. LLP's position in Lauder Estee Cos Inc, 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q3

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.

How J. Stern & Co. LLP held EL β€” position size vs. price
% of Fund (quarterly)    EL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,094,761 +4,001,300 +4281.3% 0.35% $4.1M 2026-02-14 (Est.) $107.90
2025 Q3 ADDED 93,461 +49,857 +114.3% 0.62% $8.2M 2025-11-14 $87.58
2025 Q2 ADDED 43,604 +2,293 +5.6% 0.24% $2.8M 2025-08-14 $88.55
2025 Q1 ADDED 41,311 +10,932 +36.0% 0.26% $2.7M 2025-05-14 $63.10
2024 Q4 ADDED 30,379 +12,204 +67.1% 0.21% $2.3M 2025-02-14 $67.29
2024 Q3 ADDED 18,175 +7,919 +77.2% 0.19% $1.8M 2024-11-13 $61.29
2024 Q2 ADDED 10,256 +5,910 +136.0% 0.13% $1.1M 2024-08-14 $88.68
2024 Q1 ADDED 4,346 +1,966 +82.6% 0.08% $670K 2024-05-15 $130.91
2023 Q4 INITIATED 2,380 β€” β€” 0.06% $314K 2024-02-13 $136.23

FAQ About J. Stern & Co. LLP and EL

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

How long has J. Stern & Co. LLP reported owning EL?

J. Stern & Co. LLP reported EL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EL position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for EL was 0.62% in 2025 Q3.

What is the latest reported EL position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 4,094,761 shares, equal to 0.35% of portfolio, with an estimated market value of $4.1M.

What does the chart on this EL ownership page compare?

The chart compares J. Stern & Co. LLP'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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