Joel Greenblatt's EL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 80,045 shares of The Estée Lauder Companies Inc. (EL) worth $7.05 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in EL, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 424,119 shares. Largest reduction occurred in Q3 2015, reducing 436,764 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +29,083 | New Buy | 29,083 | $75.34 |
| Q1 2014 | +226,823 | Add 779.92% | 255,906 | $66.88 |
| Q2 2014 | -187,969 | Reduce 73.45% | 67,937 | $74.26 |
| Q3 2014 | +25,934 | Add 38.17% | 93,871 | $74.72 |
| Q4 2014 | -39,854 | Reduce 42.46% | 54,017 | $76.20 |
| Q1 2015 | -16,519 | Reduce 30.58% | 37,498 | $83.15 |
| Q2 2015 | +424,119 | Add 1131.04% | 461,617 | $86.66 |
| Q3 2015 | -436,764 | Reduce 94.62% | 24,853 | $80.67 |
| Q4 2015 | -21,974 | Reduce 88.42% | 2,879 | $88.23 |
| Q1 2016 | -2,879 | Sold Out | 2,879 | $0.00 |
| Q2 2016 | +425,384 | New Buy | 425,384 | $91.02 |
| Q3 2016 | -401,637 | Reduce 94.42% | 23,747 | $88.56 |
| Q4 2016 | -23,747 | Sold Out | 23,747 | $0.00 |
| Q1 2017 | +4,881 | New Buy | 4,881 | $84.82 |
| Q2 2017 | +308,179 | Add 6313.85% | 313,060 | $95.98 |
| Q3 2017 | -223,150 | Reduce 71.28% | 89,910 | $107.84 |
| Q4 2017 | -48,312 | Reduce 53.73% | 41,598 | $127.24 |
| Q1 2018 | +151,255 | Add 363.61% | 192,853 | $149.72 |
| Q2 2018 | +209,502 | Add 108.63% | 402,355 | $142.69 |
| Q3 2018 | -374,099 | Reduce 92.98% | 28,256 | $145.31 |
| Q4 2018 | -28,256 | Sold Out | 28,256 | $0.00 |
| Q2 2019 | +130,553 | New Buy | 130,553 | $183.11 |
| Q3 2019 | -88,266 | Reduce 67.61% | 42,287 | $198.95 |
| Q4 2019 | -42,287 | Sold Out | 42,287 | $0.00 |
| Q1 2020 | +8,308 | New Buy | 8,308 | $159.36 |
| Q2 2020 | +15,751 | Add 189.59% | 24,059 | $188.66 |
| Q3 2020 | -13,875 | Reduce 57.67% | 10,184 | $218.28 |
| Q4 2020 | +1,228 | Add 12.06% | 11,412 | $266.21 |
| Q1 2021 | +3,227 | Add 28.28% | 14,639 | $290.87 |
| Q2 2021 | -5,580 | Reduce 38.12% | 9,059 | $318.03 |
| Q3 2021 | +5,692 | Add 62.83% | 14,751 | $299.91 |
| Q4 2021 | -9,449 | Reduce 64.06% | 5,302 | $370.24 |
| Q1 2022 | +17,580 | Add 331.57% | 22,882 | $272.31 |
| Q2 2022 | -13,485 | Reduce 58.93% | 9,397 | $254.66 |
| Q3 2022 | +8,504 | Add 90.50% | 17,901 | $215.91 |
| Q4 2022 | -16,052 | Reduce 89.67% | 1,849 | $248.11 |
| Q1 2023 | -921 | Reduce 49.81% | 928 | $246.46 |
| Q2 2023 | +6,156 | Add 663.36% | 7,084 | $196.38 |
| Q3 2023 | -7,084 | Sold Out | 7,084 | $0.00 |
| Q1 2024 | +5,680 | New Buy | 5,680 | $154.15 |
| Q2 2024 | +57,417 | Add 1010.86% | 63,097 | $106.40 |
| Q3 2024 | +7,095 | Add 11.24% | 70,192 | $99.69 |
| Q4 2024 | -31,940 | Reduce 45.50% | 38,252 | $74.98 |
| Q1 2025 | +18,790 | Add 49.12% | 57,042 | $66.00 |
| Q2 2025 | +34,958 | Add 61.28% | 92,000 | $80.80 |
| Q3 2025 | -11,955 | Reduce 12.99% | 80,045 | $88.12 |
Joel Greenblatt's The Estée Lauder Companies Investment FAQs
Joel Greenblatt first purchased The Estée Lauder Companies Inc. (EL) in Q4 2013, acquiring 29,083 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Estée Lauder Companies Inc. (EL) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to The Estée Lauder Companies Inc. (EL) was in Q2 2016, adding 425,384 shares worth $38.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 80,045 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $7.05 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 0.03% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in The Estée Lauder Companies Inc. (EL) was 461,617 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.