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Buckingham Capital Management (Ohio)’s Estee Lauder EL Stock Holding History

Buckingham Capital Management (Ohio)’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
2021
Q3 		– Sell
-1,029
Closed -$327K – 126
2021
Q2 		$327K Sell
1,029
-3,457
-77% -$1.05M 0.05% 102
2021
Q1 		$1.3M Sell
4,486
-3,717
-45% -$1.02M 0.22% 66
2020
Q4 		$2.18M Sell
8,203
-1,271
-13% -$306K 0.38% 52
2020
Q3 		$2.07M Sell
9,474
-298
-3% -$61.3K 0.41% 54
2020
Q2 		$1.84M Sell
9,772
-889
-8% -$159K 0.4% 53
2020
Q1 		$1.7M Sell
10,661
-1,503
-12% -$290K 0.43% 54
2019
Q4 		$2.51M Buy
12,164
+219
+2% +$42.5K 0.44% 54
2019
Q3 		$2.38M Sell
11,945
-329
-3% -$62.9K 0.44% 55
2019
Q2 		$2.25M Sell
12,274
-687
-5% -$117K 0.43% 59
2019
Q1 		$2.15M Sell
12,961
-1,890
-13% -$278K 0.42% 63
2018
Q4 		$1.93M Sell
14,851
-1,062
-7% -$144K 0.42% 61
2018
Q3 		$2.31M Sell
15,913
-3,246
-17% -$451K 0.45% 58
2018
Q2 		$2.73M Sell
19,159
-8,366
-30% -$1.24M 0.56% 51
2018
Q1 		$4.12M Sell
27,525
-2,661
-9% -$368K 0.86% 27
2017
Q4 		$3.84M Sell
30,186
-759
-2% -$91.2K 0.81% 32
2017
Q3 		$3.34M Sell
30,945
-11
-0% -$1.13K 0.74% 36
2017
Q2 		$2.97M Buy
30,956
+305
+1% +$28K 0.69% 37
2017
Q1 		$2.6M Buy
30,651
+8,194
+36% +$677K 0.61% 44
2016
Q4 		$1.72M Buy
22,457
+1,161
+5% +$94.4K 0.43% 69
2016
Q3 		$1.89M Buy
21,296
+1,904
+10% +$174K 0.48% 64
2016
Q2 		$1.76M Buy
19,392
+1,050
+6% +$98K 0.47% 67
2016
Q1 		$1.73M Buy
18,342
+635
+4% +$56.6K 0.47% 65
2015
Q4 		$1.56M Buy
17,707
+1,980
+13% +$169K 0.44% 65
2015
Q3 		$1.27M Buy
15,727
+3,777
+32% +$316K 0.37% 77
2015
Q2 		$1.04M Buy
11,950
+3,604
+43% +$311K 0.29% 96
2015
Q1 		$694K Buy
8,346
+2,568
+44% +$202K 0.2% 120
2014
Q4 		$440K Buy
5,778
+2,602
+82% +$192K 0.13% 138
2014
Q3 		$237K Buy
+3,176
New +$239K 0.07% 164

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Buckingham Capital Management (Ohio)'s EL Position: Q3 2021 in Review

Buckingham Capital Management (Ohio) sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 1,029 shares — an estimated $327K sold.

Buckingham Capital Management (Ohio) first reported a position in EL in Q3 2014 and held it in 28 quarters. The position peaked at $4.12M in Q1 2018. 1,172 funds tracked by Wall St. Rank hold EL as of Q3 2021.

  • Buckingham Capital Management (Ohio) reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 1,029 Estee Lauder shares in Q3 2021, an estimated $327K.
  • Buckingham Capital Management (Ohio) first reported a position in Estee Lauder in Q3 2014 and held it in 28 quarters.
  • Buckingham Capital Management (Ohio)'s Estee Lauder position peaked at $4.12M in Q1 2018.
  • 1,172 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q3 2021, filed 8 Nov 2021.