Capital Research Global Investors
EL icon

Capital Research Global Investors’s Estee Lauder EL Stock Holding History

Capital Research Global Investors’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
-2,904
Closed -$924K – 450
2021
Q2 		$924K Sell
2,904
-671,574
-100% -$204M ﹤0.01% 430
2021
Q1 		$196M Sell
674,478
-1,525,232
-69% -$418M 0.05% 248
2020
Q4 		$586M Sell
2,199,710
-1,463,553
-40% -$352M 0.15% 141
2020
Q3 		$799M Sell
3,663,263
-24,197
-0.7% -$4.98M 0.24% 97
2020
Q2 		$696M Buy
3,687,460
+181,704
+5% +$32.5M 0.22% 101
2020
Q1 		$559M Buy
3,505,756
+2,584,451
+281% +$499M 0.22% 99
2019
Q4 		$190M Buy
+921,305
New +$179M 0.06% 215

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

Capital Research Global Investors's EL Position: Q3 2021 in Review

Capital Research Global Investors sold out of Estee Lauder (EL) in Q3 2021, closing a stake of 2,904 shares — an estimated $924K sold.

Capital Research Global Investors first reported a position in EL in Q4 2019 and held it in 7 quarters. The position peaked at $799M in Q3 2020. 1,172 funds tracked by Wall St. Rank hold EL as of Q3 2021.

  • Capital Research Global Investors reported no remaining Estee Lauder position as of Q3 2021 after selling out during the quarter.
  • Capital Research Global Investors sold 2,904 Estee Lauder shares in Q3 2021, an estimated $924K.
  • Capital Research Global Investors first reported a position in Estee Lauder in Q4 2019 and held it in 7 quarters.
  • Capital Research Global Investors's Estee Lauder position peaked at $799M in Q3 2020.
  • 1,172 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2021.

Based on Capital Research Global Investors's 13F filing for Q3 2021, filed 15 Nov 2021.