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Arden Trust’s Estee Lauder EL Stock Holding History

Arden Trust’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
-2,236
Closed -$551K – 266
2023
Q1 		$551K Buy
2,236
+37
+2% +$9.4K 0.1% 164
2022
Q4 		$546K Buy
+2,199
New +$491K 0.11% 162
2020
Q2 		– Sell
-42
Closed -$7K – 449
2020
Q1 		$7K Buy
+42
New +$8.1K ﹤0.01% 616
2016
Q4 		– Sell
-2,308
Closed -$205K – 340
2016
Q3 		$205K Sell
2,308
-6,822
-75% -$622K 0.03% 309
2016
Q2 		$831 Sell
9,130
-322
-3% -$30K 0.06% 278
2016
Q1 		$892K Sell
9,452
-585
-6% -$52.1K 0.07% 271
2015
Q4 		$884K Buy
10,037
+38
+0.4% +$3.24K 0.07% 266
2015
Q3 		$807K Buy
9,999
+4,781
+92% +$401K 0.07% 302
2015
Q2 		$453 Buy
5,218
+138
+3% +$11.9K 0.07% 286
2015
Q1 		$423 Buy
+5,080
New +$400K 0.06% 294

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

Arden Trust's EL Position: Q2 2023 in Review

Arden Trust sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 2,236 shares — an estimated $551K sold.

Arden Trust first reported a position in EL in Q1 2015 and held it in 10 quarters. The position peaked at $892K in Q1 2016. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Arden Trust reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Arden Trust sold 2,236 Estee Lauder shares in Q2 2023, an estimated $551K.
  • Arden Trust first reported a position in Estee Lauder in Q1 2015 and held it in 10 quarters.
  • Arden Trust's Estee Lauder position peaked at $892K in Q1 2016.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.