BCM
EL icon

Bluefin Capital Management’s Estee Lauder EL Stock Holding History

Bluefin Capital 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
Q3 		– Sell
-20,000
Closed -$4.75K – 133
2024
Q2 		$4.75K Buy
+20,000
New +$2.62M ﹤0.01% 103
2023
Q4 		– Sell
-11,300
Closed -$565 – 268
2023
Q3 		$565 Buy
+11,300
New +$1.88M ﹤0.01% 185

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bluefin Capital Management's EL Position: Q1 2021 in Review

Bluefin Capital Management sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 1,495 shares — an estimated $398K sold.

Bluefin Capital Management first reported a position in EL in Q4 2017 and held it in 6 quarters. The position peaked at $1.78M in Q4 2017. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Bluefin Capital Management reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Bluefin Capital Management sold 1,495 Estee Lauder shares in Q1 2021, an estimated $398K.
  • Bluefin Capital Management first reported a position in Estee Lauder in Q4 2017 and held it in 6 quarters.
  • Bluefin Capital Management's Estee Lauder position peaked at $1.78M in Q4 2017.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

Based on Bluefin Capital Management's 13F filing for Q1 2021, filed 17 May 2021.