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BBR Partners’s Estee Lauder EL Stock Holding History

BBR 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
2022
Q3 		– Sell
-1,554
Closed -$396K – 193
2022
Q2 		$396K Buy
1,554
+15
+1% +$3.81K 0.05% 146
2022
Q1 		$419K Sell
1,539
-10
-0.6% -$3.01K 0.04% 149
2021
Q4 		$573K Hold
1,549
– – 0.07% 110
2021
Q3 		$465K Hold
1,549
– – 0.04% 128
2021
Q2 		$493K Buy
1,549
+61
+4% +$18.5K 0.04% 116
2021
Q1 		$433K Buy
1,488
+4
+0.3% +$1.09K 0.04% 135
2020
Q4 		$395K Buy
1,484
+6
+0.4% +$1.44K 0.03% 125
2020
Q3 		$323K Buy
+1,478
New +$304K 0.03% 138

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BBR Partners's EL Position: Q3 2022 in Review

BBR Partners sold out of Estee Lauder (EL) in Q3 2022, closing a stake of 1,554 shares — an estimated $396K sold.

BBR Partners first reported a position in EL in Q3 2020 and held it in 8 quarters. The position peaked at $573K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold EL as of Q3 2022.

  • BBR Partners reported no remaining Estee Lauder position as of Q3 2022 after selling out during the quarter.
  • BBR Partners sold 1,554 Estee Lauder shares in Q3 2022, an estimated $396K.
  • BBR Partners first reported a position in Estee Lauder in Q3 2020 and held it in 8 quarters.
  • BBR Partners's Estee Lauder position peaked at $573K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2022.

Based on BBR Partners's 13F filing for Q3 2022, filed 10 Nov 2022.