Artisan Partners’s Estee Lauder EL Stock Holding History

Artisan Partners’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	-804,500	Closed	-$198M	–	315
2023 Q1	$198M	Buy	804,500 +241,500	+43%	+$61.4M	0.33%	79
2022 Q4	$140M	Buy	+563,000	New	+$126M	0.25%	99
2022 Q1	–	Sell	-578,200	Closed	-$214M	–	333
2021 Q4	$214M	Buy	+578,200	New	+$196M	0.25%	112

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners's EL Position: Q3 2024 in Review

Artisan Partners sold out of Estee Lauder (EL) in Q3 2024, closing a stake of 29,989 shares — an estimated $3.19M sold.

Artisan Partners first reported a position in EL in Q2 2019 and held it in 21 quarters. The position peaked at $278M in Q4 2021. 914 funds tracked by Wall St. Rank hold EL as of Q3 2024.

Artisan Partners reported no remaining Estee Lauder position as of Q3 2024 after selling out during the quarter.
Artisan Partners sold 29,989 Estee Lauder shares in Q3 2024, an estimated $3.19M.
Artisan Partners first reported a position in Estee Lauder in Q2 2019 and held it in 21 quarters.
Artisan Partners's Estee Lauder position peaked at $278M in Q4 2021.
914 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2024.

Based on Artisan Partners's 13F filing for Q3 2024, filed 12 Nov 2024.