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Bell Asset Management’s Estee Lauder EL Stock Holding History

Bell Asset 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
2024
Q4 		– Sell
-59,423
Closed -$5.92M – 66
2024
Q3 		$5.92M Sell
59,423
-10,280
-15% -$975K 1.09% 45
2024
Q2 		$7.42M Sell
69,703
-495
-0.7% -$64.9K 1.04% 45
2024
Q1 		$10.8M Sell
70,198
-228
-0.3% -$32.3K 1.59% 23
2023
Q4 		$10.3M Buy
70,426
+7,062
+11% +$937K 1.57% 18
2023
Q3 		$9.16M Buy
63,364
+5,479
+9% +$914K 1.51% 25
2023
Q2 		$11.4M Buy
57,885
+35,253
+156% +$7.48M 1.94% 13
2023
Q1 		$5.58M Sell
22,632
-20,614
-48% -$5.24M 1.02% 52
2022
Q4 		$10.7M Buy
43,246
+8,698
+25% +$1.94M 2.01% 15
2022
Q3 		$7.46M Sell
34,548
-453
-1% -$116K 1.51% 33
2022
Q2 		$8.91M Buy
35,001
+9,983
+40% +$2.53M 1.76% 18
2022
Q1 		$6.81M Buy
25,018
+9,145
+58% +$2.75M 1.17% 49
2021
Q4 		$5.88M Sell
15,873
-574
-3% -$195K 0.95% 54
2021
Q3 		$4.93M Buy
16,447
+2,058
+14% +$672K 0.84% 59
2021
Q2 		$4.58M Sell
14,389
-16
-0.1% -$4.85K 0.9% 59
2021
Q1 		$4.19M Sell
14,405
-3,060
-18% -$838K 0.9% 58
2020
Q4 		$4.65M Sell
17,465
-2,773
-14% -$667K 1.02% 53
2020
Q3 		$4.42M Sell
20,238
-27
-0.1% -$5.55K 1.1% 50
2020
Q2 		$3.82M Sell
20,265
-21
-0.1% -$3.75K 1.04% 53
2020
Q1 		$3.23M Buy
20,286
+3,367
+20% +$650K 1.01% 56
2019
Q4 		$3.49M Sell
16,919
-13,598
-45% -$2.64M 0.9% 61
2019
Q3 		$6.07M Sell
30,517
-7,367
-19% -$1.41M 0.93% 56
2019
Q2 		$6.94M Sell
37,884
-8,505
-18% -$1.45M 1.12% 50
2019
Q1 		$7.68M Sell
46,389
-8,875
-16% -$1.3M 1.32% 46
2018
Q4 		$7.19M Buy
55,264
+13,177
+31% +$1.79M 1.51% 30
2018
Q3 		$6.12M Buy
42,087
+3,332
+9% +$463K 1.27% 43
2018
Q2 		$5.54M Buy
38,755
+8,768
+29% +$1.3M 1.34% 43
2018
Q1 		$5.85M Sell
29,987
-9,497
-24% -$1.32M 1.17% 48
2017
Q4 		$5.02M Buy
+39,484
New +$4.74M 1.2% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bell Asset Management's EL Position: Q4 2024 in Review

Bell Asset Management sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 59,423 shares — an estimated $5.92M sold.

Bell Asset Management first reported a position in EL in Q4 2017 and held it in 28 quarters. The position peaked at $11.4M in Q2 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Bell Asset Management reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Bell Asset Management sold 59,423 Estee Lauder shares in Q4 2024, an estimated $5.92M.
  • Bell Asset Management first reported a position in Estee Lauder in Q4 2017 and held it in 28 quarters.
  • Bell Asset Management's Estee Lauder position peaked at $11.4M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Bell Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.