AL
EL icon

AJO LP’s Estee Lauder EL Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-980
Closed -$213K – 386
2020
Q3 		$213K Buy
+980
New +$202K ﹤0.01% 604
2019
Q1 		– Sell
-958,346
Closed -$125M – 682
2018
Q4 		$125M Buy
958,346
+297,659
+45% +$40.4M 0.7% 46
2018
Q3 		$96M Sell
660,687
-31,756
-5% -$4.41M 0.45% 71
2018
Q2 		$98.8M Buy
692,443
+689,956
+27,743% +$102M 0.46% 69
2018
Q1 		$372K Buy
+2,487
New +$344K ﹤0.01% 573

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJO LP's EL Position: Q4 2020 in Review

AJO LP sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 980 shares — an estimated $213K sold.

AJO LP first reported a position in EL in Q1 2018 and held it in 5 quarters. The position peaked at $125M in Q4 2018. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • AJO LP reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 980 Estee Lauder shares in Q4 2020, an estimated $213K.
  • AJO LP first reported a position in Estee Lauder in Q1 2018 and held it in 5 quarters.
  • AJO LP's Estee Lauder position peaked at $125M in Q4 2018.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.