Ray Dalio's EL Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 13,926 shares of The Estée Lauder Companies Inc. (EL) worth $1.23 M, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in EL, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +27,439 | New Buy | 27,439 | $66.88 |
| Q2 2014 | -27,439 | Sold Out | 27,439 | $0.00 |
| Q4 2014 | +3,849 | New Buy | 3,849 | $76.12 |
| Q1 2015 | -3,849 | Sold Out | 3,849 | $0.00 |
| Q4 2015 | +25,234 | New Buy | 25,234 | $88.06 |
| Q1 2016 | -25,234 | Sold Out | 25,234 | $0.00 |
| Q2 2016 | +35,639 | New Buy | 35,639 | $91.02 |
| Q3 2016 | -30,739 | Reduce 86.25% | 4,900 | $88.57 |
| Q4 2016 | +83,500 | Add 1704.08% | 88,400 | $76.49 |
| Q1 2017 | -72,537 | Reduce 82.06% | 15,863 | $84.79 |
| Q2 2017 | -15,863 | Sold Out | 15,863 | $0.00 |
| Q4 2018 | +154,694 | New Buy | 154,694 | $130.10 |
| Q1 2019 | -61,453 | Reduce 39.73% | 93,241 | $165.55 |
| Q2 2019 | -83,117 | Reduce 89.14% | 10,124 | $183.13 |
| Q3 2019 | +10,037 | Add 99.14% | 20,161 | $198.95 |
| Q4 2019 | -20,161 | Sold Out | 20,161 | $0.00 |
| Q1 2020 | +13,331 | New Buy | 13,331 | $159.33 |
| Q2 2020 | -13,331 | Sold Out | 13,331 | $0.00 |
| Q3 2020 | +175,579 | New Buy | 175,579 | $218.25 |
| Q4 2020 | +201,325 | Add 114.66% | 376,904 | $266.19 |
| Q1 2021 | +93,325 | Add 24.76% | 470,229 | $290.85 |
| Q2 2021 | +215,993 | Add 45.93% | 686,222 | $318.08 |
| Q3 2021 | +20,677 | Add 3.01% | 706,899 | $299.93 |
| Q4 2021 | -194,340 | Reduce 27.49% | 512,559 | $370.20 |
| Q1 2022 | +212,329 | Add 41.43% | 724,888 | $272.32 |
| Q2 2022 | -112,328 | Reduce 15.50% | 612,560 | $254.67 |
| Q3 2022 | +70,765 | Add 11.55% | 683,325 | $215.90 |
| Q4 2022 | -188,178 | Reduce 27.54% | 495,147 | $248.11 |
| Q1 2023 | -83,644 | Reduce 16.89% | 411,503 | $246.46 |
| Q2 2023 | +97,656 | Add 23.73% | 509,159 | $196.38 |
| Q3 2023 | +17,902 | Add 3.52% | 527,061 | $144.55 |
| Q4 2023 | -203,465 | Reduce 38.60% | 323,596 | $146.25 |
| Q1 2024 | -139,766 | Reduce 43.19% | 183,830 | $154.15 |
| Q2 2024 | +133,131 | Add 72.42% | 316,961 | $106.40 |
| Q3 2024 | -254,071 | Reduce 80.16% | 62,890 | $99.69 |
| Q4 2024 | -20,742 | Reduce 32.98% | 42,148 | $74.98 |
| Q1 2025 | -24,617 | Reduce 58.41% | 17,531 | $66.00 |
| Q2 2025 | -4,351 | Reduce 24.82% | 13,180 | $80.80 |
| Q3 2025 | +746 | Add 5.66% | 13,926 | $88.12 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Estée Lauder Companies Inc. (EL) was in Q2 2021, adding 686,222 shares worth $218.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 13,926 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $1.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Estée Lauder Companies Inc. (EL) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Estée Lauder Companies Inc. (EL) was 724,888 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.