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BTG Pactual Global Asset Management’s Estee Lauder EL Stock Holding History

BTG Pactual Global 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
Q1 		$1.93M Buy
+12,500
New +$1.77M 0.32% 82
2020
Q1 		– Sell
-10,150
Closed -$2.1M – 119
2019
Q4 		$2.1M Buy
10,150
+6,942
+216% +$1.35M 0.34% 59
2019
Q3 		$638K Sell
3,208
-6,650
-67% -$1.27M 0.28% 46
2019
Q2 		$1.8M Buy
9,858
+2,957
+43% +$505K 0.45% 42
2019
Q1 		$1.14M Buy
+6,901
New +$1.01M 0.44% 31

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BTG Pactual Global Asset Management's EL Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in Estee Lauder (EL) in Q1 2024: 12,500 shares worth $1.93M. The stake represents 0.32% of the portfolio and ranks #82 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in EL as recently as Q4 2019.

BTG Pactual Global Asset Management first reported a position in EL in Q1 2019 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2019. 1,058 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • BTG Pactual Global Asset Management held 12,500 shares of Estee Lauder worth $1.93M as of Q1 2024.
  • Estee Lauder was a new BTG Pactual Global Asset Management position in Q1 2024.
  • Estee Lauder made up 0.32% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #82 holding.
  • BTG Pactual Global Asset Management first reported a position in Estee Lauder in Q1 2019 and has held it in 5 quarters since.
  • BTG Pactual Global Asset Management's Estee Lauder position peaked at $2.1M in Q4 2019.
  • 1,058 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.