Alley Investment Management Company’s Estee Lauder EL Stock Holding History

Alley Investment Management Company’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 Q4	–	Sell	-26,886	Closed	-$3.89M	–	82
2023 Q3	$3.89M	Sell	26,886 -190	-0.7%	-$31.7K	0.66%	50
2023 Q2	$5.32M	Buy	27,076 +148	+0.5%	+$31.4K	0.86%	45
2023 Q1	$6.64M	Buy	26,928 +356	+1%	+$90.4K	1.11%	42
2022 Q4	$6.59M	Sell	26,572 -327	-1%	-$73K	1.13%	42
2022 Q3	$5.81M	Buy	26,899 +71	+0.3%	+$18.1K	1.16%	41
2022 Q2	$6.83M	Buy	26,828 +23	+0.1%	+$5.83K	1.29%	35
2022 Q1	$7.3M	Buy	+26,805	New	+$8.07M	1.21%	40

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alley Investment Management Company's EL Position: Q4 2023 in Review

Alley Investment Management Company sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 26,886 shares — an estimated $3.89M sold.

Alley Investment Management Company first reported a position in EL in Q1 2022 and held it in 7 quarters. The position peaked at $7.3M in Q1 2022. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

Alley Investment Management Company reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
Alley Investment Management Company sold 26,886 Estee Lauder shares in Q4 2023, an estimated $3.89M.
Alley Investment Management Company first reported a position in Estee Lauder in Q1 2022 and held it in 7 quarters.
Alley Investment Management Company's Estee Lauder position peaked at $7.3M in Q1 2022.
1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Alley Investment Management Company's 13F filing for Q4 2023, filed 12 Feb 2024.