SEC 13F Intelligence

Montrusco Bolton Investments Inc. / EL

Montrusco Bolton Investments Inc.’s Lauder Estee Cos Inc Position

Does Montrusco Bolton Investments Inc. own Lauder Estee Cos Inc (EL)? Not currently — the last reported position was 43.0K shares worth $11M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2020
Shares
43.0K
% of Portfolio
+0.50%
Quarters Held
9
position exited

Position History EL

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $10MQ2 ’19Q3 ’19: $15MQ4 ’19: $15MQ4 ’19Q1 ’20: $10MQ2 ’20: $8MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202043.0K$11M+0.50%
Q3 202045.0K$10M+0.49%
Q2 202038.2K$8M+0.43%
Q1 202064.1K$10M+0.80%
Q4 201973.1K$15M+0.87%
Q3 201980.2K$15M+0.88%
Q2 201955.7K$10M+0.66%
Q1 201940.6K$7M+0.45%
Q4 201855.8K$7M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of EL.