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Bessemer Securities’s Estee Lauder EL Stock Holding History

Bessemer Securities’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
-1,792
Closed -$352K – 131
2023
Q2 		$352K Buy
1,792
+127
+8% +$26.9K 0.23% 119
2023
Q1 		$410K Buy
1,665
+700
+73% +$178K 0.19% 123
2022
Q4 		$239K Sell
965
-650
-40% -$145K 0.11% 128
2022
Q3 		$349K Hold
1,615
– – 0.13% 117
2022
Q2 		$411K Buy
1,615
+450
+39% +$114K 0.14% 116
2022
Q1 		$317K Hold
1,165
– – 0.09% 121
2021
Q4 		$431K Buy
+1,165
New +$395K 0.12% 112

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

Bessemer Securities's EL Position: Q3 2023 in Review

Bessemer Securities sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,792 shares — an estimated $352K sold.

Bessemer Securities first reported a position in EL in Q4 2021 and held it in 7 quarters. The position peaked at $431K in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Bessemer Securities reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Bessemer Securities sold 1,792 Estee Lauder shares in Q3 2023, an estimated $352K.
  • Bessemer Securities first reported a position in Estee Lauder in Q4 2021 and held it in 7 quarters.
  • Bessemer Securities's Estee Lauder position peaked at $431K in Q4 2021.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Bessemer Securities's 13F filing for Q3 2023, filed 13 Nov 2023.