Cooper Investors’s Estee Lauder EL Stock Holding History

Cooper 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
2020 Q4	–	Sell	-79,553	Closed	-$17.4M	–	43
2020 Q3	$17.4M	Sell	79,553 -5,382	-6%	-$1.11M	1.62%	24
2020 Q2	$16M	Buy	+84,935	New	+$15.2M	1.67%	23

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cooper Investors's EL Position: Q4 2020 in Review

Cooper Investors sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 79,553 shares — an estimated $17.4M sold.

Cooper Investors first reported a position in EL in Q2 2020 and held it in 2 quarters. The position peaked at $17.4M in Q3 2020. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

Cooper Investors reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
Cooper Investors sold 79,553 Estee Lauder shares in Q4 2020, an estimated $17.4M.
Cooper Investors first reported a position in Estee Lauder in Q2 2020 and held it in 2 quarters.
Cooper Investors's Estee Lauder position peaked at $17.4M in Q3 2020.
1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Cooper Investors's 13F filing for Q4 2020, filed 9 Apr 2025.