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Anchor Capital Advisors’s Estee Lauder EL Stock Holding History

Anchor Capital 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
2022
Q1 		– Sell
-55,033
Closed -$20.4M – 275
2021
Q4 		$20.4M Sell
55,033
-1,971
-3% -$669K 0.4% 85
2021
Q3 		$17.1M Sell
57,004
-1,420
-2% -$464K 0.36% 95
2021
Q2 		$18.6M Buy
58,424
+211
+0.4% +$64K 0.37% 92
2021
Q1 		$16.9M Sell
58,213
-12,797
-18% -$3.5M 0.36% 94
2020
Q4 		$18.9M Sell
71,010
-1,918
-3% -$461K 0.43% 84
2020
Q3 		$15.9M Sell
72,928
-151
-0.2% -$31.1K 0.4% 88
2020
Q2 		$13.8M Buy
73,079
+12,613
+21% +$2.25M 0.36% 96
2020
Q1 		$9.63M Buy
+60,466
New +$11.7M 0.29% 100

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Anchor Capital Advisors's EL Position: Q1 2022 in Review

Anchor Capital Advisors sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 55,033 shares — an estimated $20.4M sold.

Anchor Capital Advisors first reported a position in EL in Q1 2020 and held it in 8 quarters. The position peaked at $20.4M in Q4 2021. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • Anchor Capital Advisors reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • Anchor Capital Advisors sold 55,033 Estee Lauder shares in Q1 2022, an estimated $20.4M.
  • Anchor Capital Advisors first reported a position in Estee Lauder in Q1 2020 and held it in 8 quarters.
  • Anchor Capital Advisors's Estee Lauder position peaked at $20.4M in Q4 2021.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on Anchor Capital Advisors's 13F filing for Q1 2022, filed 6 May 2022.