AIM
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Axiom Investment Management’s Estee Lauder EL Stock Holding History

Axiom Investment Management’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
Q4 		– Sell
-228
Closed -$48K – 190
2022
Q3 		$48K Buy
+228
New +$58.2K 0.1% 160
2019
Q4 		– Sell
-2,118
Closed -$424K – 162
2019
Q3 		$424K Sell
2,118
-4,605
-68% -$881K 0.32% 85
2019
Q2 		$1.24M Buy
6,723
+180
+3% +$30.8K 0.22% 113
2019
Q1 		$1.08M Sell
6,543
-337
-5% -$49.5K 0.21% 118
2018
Q4 		$895K Buy
+6,880
New +$935K 0.19% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axiom Investment Management's EL Position: Q4 2022 in Review

Axiom Investment Management sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 228 shares — an estimated $48K sold.

Axiom Investment Management first reported a position in EL in Q4 2018 and held it in 5 quarters. The position peaked at $1.24M in Q2 2019. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Axiom Investment Management reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 228 Estee Lauder shares in Q4 2022, an estimated $48K.
  • Axiom Investment Management first reported a position in Estee Lauder in Q4 2018 and held it in 5 quarters.
  • Axiom Investment Management's Estee Lauder position peaked at $1.24M in Q2 2019.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.