AGA
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Accuvest Global Advisors’s Estee Lauder EL Stock Holding History

Accuvest Global Advisors’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
-7,825
Closed -$1.93M – 127
2023
Q1 		$1.93M Sell
7,825
-4,825
-38% -$1.23M 0.87% 25
2022
Q4 		$3.14M Buy
12,650
+3,585
+40% +$801K 1.04% 25
2022
Q3 		$1.96M Sell
9,065
-1,559
-15% -$398K 1.34% 24
2022
Q2 		$2.71M Buy
10,624
+349
+3% +$88.5K 1.74% 15
2022
Q1 		$2.8M Buy
10,275
+3,775
+58% +$1.14M 1.4% 27
2021
Q4 		$2.41M Buy
+6,500
New +$2.21M 1.06% 34
2019
Q3 		– Sell
-3,684
Closed -$675K – 80
2019
Q2 		$675K Buy
+3,684
New +$629K 0.39% 50
2018
Q4 		– Sell
-4,384
Closed -$637K – 124
2018
Q3 		$637K Buy
4,384
+1,775
+68% +$246K 0.24% 68
2018
Q2 		$372K Buy
2,609
+2,570
+6,590% +$380K 0.14% 109
2018
Q1 		$6K Buy
+39
New +$5.4K ﹤0.01% 73
2015
Q3 		– Sell
-7,792
Closed -$675K – 68
2015
Q2 		$675K Hold
7,792
– – 0.25% 43
2015
Q1 		$648K Sell
7,792
-10,472
-57% -$824K 0.25% 38
2014
Q4 		$1.39M Buy
+18,264
New +$1.35M 0.3% 40

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accuvest Global Advisors's EL Position: Q2 2023 in Review

Accuvest Global Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 7,825 shares — an estimated $1.93M sold.

Accuvest Global Advisors first reported a position in EL in Q4 2014 and held it in 13 quarters. The position peaked at $3.14M in Q4 2022. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Accuvest Global Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 7,825 Estee Lauder shares in Q2 2023, an estimated $1.93M.
  • Accuvest Global Advisors first reported a position in Estee Lauder in Q4 2014 and held it in 13 quarters.
  • Accuvest Global Advisors's Estee Lauder position peaked at $3.14M in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.