Atom Investors’s Estee Lauder EL Stock Holding History

Atom Investors’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	-2,241	Closed	-$324K	–	481
2023 Q3	$324K	Buy	+2,241	New	+$374K	0.07%	310
2021 Q1	–	Sell	-801	Closed	-$213K	–	295
2020 Q4	$213K	Sell	801 -2,394	-75%	-$576K	0.02%	312
2020 Q3	$697K	Sell	3,195 -360	-10%	-$74.1K	0.07%	230
2020 Q2	$671K	Sell	3,555 -7,102	-67%	-$1.27M	0.07%	243
2020 Q1	$1.7M	Buy	10,657 +4,863	+84%	+$938K	0.17%	125
2019 Q4	$1.2M	Buy	5,794 +2,164	+60%	+$420K	0.1%	148
2019 Q3	$722K	Sell	3,630 -5,648	-61%	-$1.08M	0.05%	202
2019 Q2	$1.7M	Buy	9,278 +1,780	+24%	+$304K	0.11%	206
2019 Q1	$1.24M	Buy	+7,498	New	+$1.1M	0.11%	162

Other funds holding EL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

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

Capital International Investors

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services

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