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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 – 293
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 0.04% 243
2020
Q1 		$1.7M Buy
10,657
+4,863
+84% +$938K 0.15% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atom Investors's EL Position: Q4 2023 in Review

Atom Investors sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 2,241 shares — an estimated $324K sold.

Atom Investors first reported a position in EL in Q1 2019 and held it in 9 quarters. The position peaked at $1.7M in Q2 2019. 1,036 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Atom Investors reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Atom Investors sold 2,241 Estee Lauder shares in Q4 2023, an estimated $324K.
  • Atom Investors first reported a position in Estee Lauder in Q1 2019 and held it in 9 quarters.
  • Atom Investors's Estee Lauder position peaked at $1.7M in Q2 2019.
  • 1,036 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.