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Axiom Investors’s Estee Lauder EL Stock Holding History

Axiom 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
Q3 		– Sell
-189,543
Closed -$37.2M – 136
2023
Q2 		$37.2M Sell
189,543
-358,670
-65% -$76.1M 0.55% 39
2023
Q1 		$135M Sell
548,213
-26,547
-5% -$6.74M 2.23% 15
2022
Q4 		$143M Sell
574,760
-233,389
-29% -$52.1M 2.81% 11
2022
Q3 		$174M Buy
808,149
+356,081
+79% +$90.9M 3.66% 5
2022
Q2 		$115M Buy
452,068
+92,320
+26% +$23.4M 3.46% 6
2022
Q1 		$98M Sell
359,748
-11,272
-3% -$3.39M 2.32% 11
2021
Q4 		$137M Buy
371,020
+28,390
+8% +$9.64M 2.53% 11
2021
Q3 		$103M Sell
342,630
-40,225
-11% -$13.1M 1.7% 19
2021
Q2 		$122M Buy
382,855
+72,077
+23% +$21.9M 1.96% 15
2021
Q1 		$90.4M Buy
310,778
+79,184
+34% +$21.7M 1.64% 17
2020
Q4 		$61.6M Buy
231,594
+131,114
+130% +$31.5M 0.97% 32
2020
Q3 		$21.9M Sell
100,480
-261,339
-72% -$53.8M 0.36% 46
2020
Q2 		$68.3M Buy
361,819
+104,892
+41% +$18.7M 1.34% 20
2020
Q1 		$40.9M Sell
256,927
-72,477
-22% -$14M 1.04% 27
2019
Q4 		$68M Buy
329,404
+4,896
+2% +$951K 1.58% 16
2019
Q3 		$64.6M Sell
324,508
-24,743
-7% -$4.73M 1.74% 16
2019
Q2 		$64M Buy
349,251
+121,210
+53% +$20.7M 1.75% 19
2019
Q1 		$37.8M Buy
228,041
+46,566
+26% +$6.84M 1.16% 24
2018
Q4 		$23.6M Sell
181,475
-35,870
-17% -$4.87M 0.82% 35
2018
Q3 		$31.6M Buy
217,345
+62,482
+40% +$8.67M 0.9% 32
2018
Q2 		$22.1M Buy
+154,863
New +$22.9M 0.66% 41
2014
Q3 		– Sell
-267,300
Closed -$19.9M – 161
2014
Q2 		$19.9M Sell
267,300
-417,900
-61% -$30.7M 0.47% 72
2014
Q1 		$45.8M Buy
685,200
+63,764
+10% +$4.43M 1.09% 41
2013
Q4 		$46.8M Buy
621,436
+55,300
+10% +$4M 1.25% 32
2013
Q3 		$39.6M Sell
566,136
-101,670
-15% -$6.88M 1.26% 36
2013
Q2 		$43.9M Buy
+667,806
New +$45.6M 1.59% 22

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Investors's EL Position: Q3 2023 in Review

Axiom Investors sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 189,543 shares — an estimated $37.2M sold.

Axiom Investors first reported a position in EL in Q2 2013 and held it in 26 quarters. The position peaked at $174M in Q3 2022. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Axiom Investors reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Axiom Investors sold 189,543 Estee Lauder shares in Q3 2023, an estimated $37.2M.
  • Axiom Investors first reported a position in Estee Lauder in Q2 2013 and held it in 26 quarters.
  • Axiom Investors's Estee Lauder position peaked at $174M in Q3 2022.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Axiom Investors's 13F filing for Q3 2023, filed 13 Nov 2023.