AC
EL icon

Aaron Cowen’s Estee Lauder EL Stock Holding History

Aaron Cowen’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-228,806
Closed -$56.4M – 102
2023
Q1 		$56.4M Sell
228,806
-169,700
-43% -$43.1M 2.38% 15
2022
Q4 		$98.9M Buy
398,506
+28,923
+8% +$6.46M 4.15% 5
2022
Q3 		$79.8M Buy
369,583
+76,604
+26% +$19.6M 3.31% 8
2022
Q2 		$74.6M Sell
292,979
-79,496
-21% -$20.2M 2.84% 9
2022
Q1 		$101M Sell
372,475
-76,885
-17% -$23.1M 3.1% 5
2021
Q4 		$166M Sell
449,360
-64,054
-12% -$21.7M 3.22% 10
2021
Q3 		$154M Sell
513,414
-200
-0% -$65.3K 2.59% 15
2021
Q2 		$163M Sell
513,614
-310,096
-38% -$94M 2.44% 11
2021
Q1 		$240M Buy
823,710
+150,981
+22% +$41.3M 3.54% 2
2020
Q4 		$179M Buy
672,729
+48,349
+8% +$11.6M 2.56% 14
2020
Q3 		$136M Buy
+624,380
New +$128M 2.45% 12

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aaron Cowen's EL Position: Q2 2023 in Review

Aaron Cowen sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 228,806 shares — an estimated $56.4M sold.

Aaron Cowen first reported a position in EL in Q3 2020 and held it in 11 quarters. The position peaked at $240M in Q1 2021. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Aaron Cowen reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Aaron Cowen sold 228,806 Estee Lauder shares in Q2 2023, an estimated $56.4M.
  • Aaron Cowen first reported a position in Estee Lauder in Q3 2020 and held it in 11 quarters.
  • Aaron Cowen's Estee Lauder position peaked at $240M in Q1 2021.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Suvretta Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.