Ray Dalio's EL Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 14,736 shares of The Estée Lauder Companies Inc. (EL) worth $1.54 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 215,993 shares. Largest reduction occurred in Q3 2024, reducing 254,071 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Estée Lauder Companies (EL) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Estée Lauder Companies (EL) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +810 | Add 5.82% | 14,736 | $104.72 |
| Q3 2025 | +746 | Add 5.66% | 13,926 | $88.12 |
| Q2 2025 | -4,351 | Reduce 24.82% | 13,180 | $80.80 |
| Q1 2025 | -24,617 | Reduce 58.41% | 17,531 | $66.00 |
| Q4 2024 | -20,742 | Reduce 32.98% | 42,148 | $74.98 |
| Q3 2024 | -254,071 | Reduce 80.16% | 62,890 | $99.69 |
| Q2 2024 | +133,131 | Add 72.42% | 316,961 | $106.40 |
| Q1 2024 | -139,766 | Reduce 43.19% | 183,830 | $154.15 |
| Q4 2023 | -203,465 | Reduce 38.60% | 323,596 | $146.25 |
| Q3 2023 | +17,902 | Add 3.52% | 527,061 | $144.55 |
| Q2 2023 | +97,656 | Add 23.73% | 509,159 | $196.38 |
| Q1 2023 | -83,644 | Reduce 16.89% | 411,503 | $246.46 |
| Q4 2022 | -188,178 | Reduce 27.54% | 495,147 | $248.11 |
| Q3 2022 | +70,765 | Add 11.55% | 683,325 | $215.90 |
| Q2 2022 | -112,328 | Reduce 15.50% | 612,560 | $254.67 |
| Q1 2022 | +212,329 | Add 41.43% | 724,888 | $272.32 |
| Q4 2021 | -194,340 | Reduce 27.49% | 512,559 | $370.20 |
| Q3 2021 | +20,677 | Add 3.01% | 706,899 | $299.93 |
| Q2 2021 | +215,993 | Add 45.93% | 686,222 | $318.08 |
| Q1 2021 | +93,325 | Add 24.76% | 470,229 | $290.85 |
| Q4 2020 | +201,325 | Add 114.66% | 376,904 | $266.19 |
| Q3 2020 | +175,579 | New Buy | 175,579 | $218.25 |
| Q2 2020 | -13,331 | Sold Out | 0 | $0.00 |
| Q1 2020 | +13,331 | New Buy | 13,331 | $159.33 |
| Q4 2019 | -20,161 | Sold Out | 0 | $0.00 |
| Q3 2019 | +10,037 | Add 99.14% | 20,161 | $198.95 |
| Q2 2019 | -83,117 | Reduce 89.14% | 10,124 | $183.13 |
| Q1 2019 | -61,453 | Reduce 39.73% | 93,241 | $165.55 |
| Q4 2018 | +154,694 | New Buy | 154,694 | $130.10 |
| Q2 2017 | -15,863 | Sold Out | 0 | $0.00 |
| Q1 2017 | -72,537 | Reduce 82.06% | 15,863 | $84.79 |
| Q4 2016 | +83,500 | Add 1704.08% | 88,400 | $76.49 |
| Q3 2016 | -30,739 | Reduce 86.25% | 4,900 | $88.57 |
| Q2 2016 | +35,639 | New Buy | 35,639 | $91.02 |
| Q1 2016 | -25,234 | Sold Out | 0 | $0.00 |
| Q4 2015 | +25,234 | New Buy | 25,234 | $88.06 |
| Q1 2015 | -3,849 | Sold Out | 0 | $0.00 |
| Q4 2014 | +3,849 | New Buy | 3,849 | $76.12 |
| Q2 2014 | -27,439 | Sold Out | 0 | $0.00 |
| Q1 2014 | +27,439 | New Buy | 27,439 | $66.88 |
Ray Dalio's The Estée Lauder Companies Investment FAQs
Ray Dalio first purchased The Estée Lauder Companies Inc. (EL) in Q1 2014, acquiring 27,439 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Estée Lauder Companies Inc. (EL) for 40 quarters since Q1 2014.
Ray Dalio's largest addition to The Estée Lauder Companies Inc. (EL) was in Q2 2021, adding 686,222 shares worth $218.27 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 14,736 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $1.54 M.
As of the Q4 2025 filing, The Estée Lauder Companies Inc. (EL) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The Estée Lauder Companies Inc. (EL) was 724,888 shares, as reported at the end of Q1 2022.