Carroll Investors’s Estee Lauder EL Stock Holding History

Carroll 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
2022 Q4	–	Sell	-1,604	Closed	-$351K	–	44
2022 Q3	$351K	Buy	+1,604	New	+$409K	0.28%	31

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Investors's EL Position: Q4 2022 in Review

Carroll Investors sold out of Estee Lauder (EL) in Q4 2022, closing a stake of 1,604 shares — an estimated $351K sold.

Carroll Investors first reported a position in EL in Q3 2022 and held it in 1 quarter. The position peaked at $351K in Q3 2022. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

Carroll Investors reported no remaining Estee Lauder position as of Q4 2022 after selling out during the quarter.
Carroll Investors sold 1,604 Estee Lauder shares in Q4 2022, an estimated $351K.
Carroll Investors first reported a position in Estee Lauder in Q3 2022 and held it in 1 quarter.
Carroll Investors's Estee Lauder position peaked at $351K in Q3 2022.
1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Carroll Investors's 13F filing for Q4 2022, filed 14 Feb 2023.