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Cavalier Investments’s Estee Lauder EL Stock Holding History

Cavalier Investments’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
2023
Q1 		– Sell
-2,733
Closed -$678K – 75
2022
Q4 		$678K Sell
2,733
-168
-6% -$37.5K 0.24% 66
2022
Q3 		$626K Sell
2,901
-1,088
-27% -$278K 0.23% 72
2022
Q2 		$1.02M Sell
3,989
-370
-8% -$93.9K 0.36% 53
2022
Q1 		$1.19M Sell
4,359
-463
-10% -$139K 0.31% 78
2021
Q4 		$1.78M Sell
4,822
-261
-5% -$88.6K 0.46% 65
2021
Q3 		$1.52M Buy
+5,083
New +$1.66M 0.48% 73

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cavalier Investments's EL Position: Q1 2023 in Review

Cavalier Investments sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 2,733 shares — an estimated $678K sold.

Cavalier Investments first reported a position in EL in Q3 2021 and held it in 6 quarters. The position peaked at $1.78M in Q4 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Cavalier Investments reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 2,733 Estee Lauder shares in Q1 2023, an estimated $678K.
  • Cavalier Investments first reported a position in Estee Lauder in Q3 2021 and held it in 6 quarters.
  • Cavalier Investments's Estee Lauder position peaked at $1.78M in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.