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Applied Research Investments’s Estee Lauder EL Stock Holding History

Applied Research Investments’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
Q3 		– Sell
-2,739
Closed -$698K – 18
2022
Q2 		$698K Sell
2,739
-460
-14% -$117K 3.09% 16
2022
Q1 		$871K Sell
3,199
-21,478
-87% -$6.46M 2.6% 20
2021
Q4 		$9.13M Buy
24,677
+1,834
+8% +$622K 3.01% 7
2021
Q3 		$6.85M Sell
22,843
-933
-4% -$305K 2.28% 11
2021
Q2 		$7.56M Buy
23,776
+2,686
+13% +$814K 2.7% 8
2021
Q1 		$6.13M Buy
+21,090
New +$5.77M 2.24% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Applied Research Investments's EL Position: Q3 2022 in Review

Applied Research Investments sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 2,739 shares — an estimated $698K sold.

Applied Research Investments first reported a position in EL in Q1 2021 and held it in 6 quarters. The position peaked at $9.13M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • Applied Research Investments reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • Applied Research Investments sold 2,739 Estee Lauder shares in Q3 2022, an estimated $698K.
  • Applied Research Investments first reported a position in Estee Lauder in Q1 2021 and held it in 6 quarters.
  • Applied Research Investments's Estee Lauder position peaked at $9.13M in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on Applied Research Investments's 13F filing for Q3 2022, filed 14 Nov 2022.