Chilton Investment Company’s Estee Lauder EL Stock Holding History

Chilton Investment Company’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 Q2	–	Sell	-1,090	Closed	-$269K	–	172
2023 Q1	$269K	Buy	+1,090	New	+$277K	0.01%	141
2022 Q3	–	Sell	-3,008	Closed	-$766K	–	165
2022 Q2	$766K	Hold	3,008	–	–	0.02%	106
2022 Q1	$819K	Sell	3,008 -39	-1%	-$11.7K	0.02%	93
2021 Q4	$1.13M	Hold	3,047	–	–	0.02%	93
2021 Q3	$914K	Hold	3,047	–	–	0.02%	98
2021 Q2	$969K	Sell	3,047 -1,328	-30%	-$403K	0.02%	88
2021 Q1	$1.27M	Sell	4,375 -511	-10%	-$140K	0.04%	90
2020 Q4	$1.3M	Sell	4,886 -73	-1%	-$17.6K	0.04%	77
2020 Q3	$1.08M	Sell	4,959 -61,560	-93%	-$12.7M	0.03%	87
2020 Q2	$12.6M	Sell	66,519 -177,531	-73%	-$31.7M	0.41%	30
2020 Q1	$38.9M	Buy	244,050 +231,357	+1,823%	+$44.6M	1.47%	22
2019 Q4	$2.62M	Buy	+12,693	New	+$2.47M	0.08%	67
2018 Q4	–	Sell	-1,719	Closed	-$250K	–	133
2018 Q3	$250K	Hold	1,719	–	–	0.01%	125
2018 Q2	$245K	Sell	1,719 -1,167	-40%	-$173K	0.01%	126
2018 Q1	$432K	Sell	2,886 -1,161	-29%	-$161K	0.02%	118
2017 Q4	$515K	Sell	4,047 -21	-0.5%	-$2.52K	0.02%	106
2017 Q3	$439K	Sell	4,068 -24	-0.6%	-$2.46K	0.02%	112
2017 Q2	$393K	Buy	4,092 +387	+10%	+$35.5K	0.02%	117
2017 Q1	$314K	Buy	+3,705	New	+$306K	0.01%	117

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chilton Investment Company's EL Position: Q2 2023 in Review

Chilton Investment Company sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,090 shares — an estimated $269K sold.

Chilton Investment Company first reported a position in EL in Q1 2017 and held it in 19 quarters. The position peaked at $38.9M in Q1 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Chilton Investment Company reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Chilton Investment Company sold 1,090 Estee Lauder shares in Q2 2023, an estimated $269K.
Chilton Investment Company first reported a position in Estee Lauder in Q1 2017 and held it in 19 quarters.
Chilton Investment Company's Estee Lauder position peaked at $38.9M in Q1 2020.
1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Chilton Investment Company's 13F filing for Q2 2023, filed 14 Aug 2023.