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Joel Greenblatt’s EL Holdings & Trades

First Buy
Q4 2013
Duration Held
47 Quarters
Largest Add
Q2 2016
+425,384 Shares
Current Position
87,940 Shares
$9.21 M Value

Joel Greenblatt's EL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 87,940 shares of The Estée Lauder Companies Inc. (EL) worth $9.21 M, representing 0.03% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 47 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 2016, adding 425,384 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +7,895 Add 9.86% 87,940 $104.72
Q3 2025 -11,955 Reduce 12.99% 80,045 $88.12
Q2 2025 +34,958 Add 61.28% 92,000 $80.80
Q1 2025 +18,790 Add 49.12% 57,042 $66.00
Q4 2024 -31,940 Reduce 45.50% 38,252 $74.98
Q3 2024 +7,095 Add 11.24% 70,192 $99.69
Q2 2024 +57,417 Add 1010.86% 63,097 $106.40
Q1 2024 +5,680 New Buy 5,680 $154.15
Q3 2023 -7,084 Sold Out 0 $0.00
Q2 2023 +6,156 Add 663.36% 7,084 $196.38
Q1 2023 -921 Reduce 49.81% 928 $246.46
Q4 2022 -16,052 Reduce 89.67% 1,849 $248.11
Q3 2022 +8,504 Add 90.50% 17,901 $215.91
Q2 2022 -13,485 Reduce 58.93% 9,397 $254.66
Q1 2022 +17,580 Add 331.57% 22,882 $272.31
Q4 2021 -9,449 Reduce 64.06% 5,302 $370.24
Q3 2021 +5,692 Add 62.83% 14,751 $299.91
Q2 2021 -5,580 Reduce 38.12% 9,059 $318.03
Q1 2021 +3,227 Add 28.28% 14,639 $290.87
Q4 2020 +1,228 Add 12.06% 11,412 $266.21
Q3 2020 -13,875 Reduce 57.67% 10,184 $218.28
Q2 2020 +15,751 Add 189.59% 24,059 $188.66
Q1 2020 +8,308 New Buy 8,308 $159.36
Q4 2019 -42,287 Sold Out 0 $0.00
Q3 2019 -88,266 Reduce 67.61% 42,287 $198.95
Q2 2019 +130,553 New Buy 130,553 $183.11
Q4 2018 -28,256 Sold Out 0 $0.00
Q3 2018 -374,099 Reduce 92.98% 28,256 $145.31
Q2 2018 +209,502 Add 108.63% 402,355 $142.69
Q1 2018 +151,255 Add 363.61% 192,853 $149.72
Q4 2017 -48,312 Reduce 53.73% 41,598 $127.24
Q3 2017 -223,150 Reduce 71.28% 89,910 $107.84
Q2 2017 +308,179 Add 6313.85% 313,060 $95.98
Q1 2017 +4,881 New Buy 4,881 $84.82
Q4 2016 -23,747 Sold Out 0 $0.00
Q3 2016 -401,637 Reduce 94.42% 23,747 $88.56
Q2 2016 +425,384 New Buy 425,384 $91.02
Q1 2016 -2,879 Sold Out 0 $0.00
Q4 2015 -21,974 Reduce 88.42% 2,879 $88.23
Q3 2015 -436,764 Reduce 94.62% 24,853 $80.67
Q2 2015 +424,119 Add 1131.04% 461,617 $86.66
Q1 2015 -16,519 Reduce 30.58% 37,498 $83.15
Q4 2014 -39,854 Reduce 42.46% 54,017 $76.20
Q3 2014 +25,934 Add 38.17% 93,871 $74.72
Q2 2014 -187,969 Reduce 73.45% 67,937 $74.26
Q1 2014 +226,823 Add 779.92% 255,906 $66.88
Q4 2013 +29,083 New Buy 29,083 $75.34

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 47 quarters since Q4 2013.

Joel Greenblatt's largest addition to The Estée Lauder Companies Inc. (EL) was in Q2 2016, adding 425,384 shares worth $38.72 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 87,940 shares of The Estée Lauder Companies Inc. (EL), valued at approximately $9.21 M.

As of the Q4 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.

Joel Greenblatt's peak holding in The Estée Lauder Companies Inc. (EL) was 461,617 shares, as reported at the end of Q2 2015.