Cypress Asset Management’s Estee Lauder EL Stock Holding History

Cypress Asset Management’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 Q3	–	Sell	-1,950	Closed	-$383K	–	116
2023 Q2	$383K	Hold	1,950	–	–	0.12%	101
2023 Q1	$481K	Sell	1,950 -400	-17%	-$102K	0.17%	96
2022 Q4	$583K	Sell	2,350 -335	-12%	-$74.8K	0.21%	90
2022 Q3	$580K	Sell	2,685 -95	-3%	-$24.3K	0.22%	91
2022 Q2	$708K	Sell	2,780 -100	-3%	-$25.4K	0.25%	87
2022 Q1	$784K	Sell	2,880 -1,147	-28%	-$345K	0.23%	90
2021 Q4	$1.49M	Sell	4,027 -104	-3%	-$35.3K	0.35%	76
2021 Q3	$1.24M	Sell	4,131 -410	-9%	-$134K	0.32%	81
2021 Q2	$1.44M	Sell	4,541 -25	-0.5%	-$7.58K	0.37%	77
2021 Q1	$1.33M	Sell	4,566 -55	-1%	-$15.1K	0.37%	78
2020 Q4	$1.23M	Sell	4,621 -25	-0.5%	-$6.01K	0.34%	84
2020 Q3	$1.01M	Sell	4,646 -135	-3%	-$27.8K	0.32%	86
2020 Q2	$902K	Sell	4,781 -1,110	-19%	-$198K	0.3%	89
2020 Q1	$939K	Sell	5,891 -325	-5%	-$62.7K	0.41%	78
2019 Q4	$1.28M	Buy	6,216 +10	+0.2%	+$1.94K	0.44%	78
2019 Q3	$1.24M	Sell	6,206 -400	-6%	-$76.5K	0.43%	73
2019 Q2	$1.21M	Sell	6,606 -125	-2%	-$21.4K	0.41%	75
2019 Q1	$1.11M	Sell	6,731 -175	-3%	-$25.7K	0.38%	81
2018 Q4	$898K	Sell	6,906 -75	-1%	-$10.2K	0.34%	81
2018 Q3	$1.01M	Sell	6,981 -95	-1%	-$13.2K	0.3%	90
2018 Q2	$1.01M	Sell	7,076 -1,175	-14%	-$174K	0.3%	89
2018 Q1	$1.24M	Sell	8,251 -525	-6%	-$72.7K	0.36%	82
2017 Q4	$1.12M	Sell	8,776 -210	-2%	-$25.2K	0.24%	96
2017 Q3	$969K	Hold	8,986	–	–	0.21%	100
2017 Q2	$862K	Sell	8,986 -175	-2%	-$16.1K	0.18%	109
2017 Q1	$777K	Sell	9,161 -710	-7%	-$58.7K	0.15%	122
2016 Q4	$755K	Sell	9,871 -170	-2%	-$13.8K	0.14%	123
2016 Q3	$889K	Sell	10,041 -245	-2%	-$22.3K	0.18%	115
2016 Q2	$936K	Sell	10,286 -1,015	-9%	-$94.7K	0.19%	110
2016 Q1	$1.07M	Sell	11,301 -19	-0.2%	-$1.69K	0.22%	103
2015 Q4	$997K	Sell	11,320 -200	-2%	-$17K	0.2%	109
2015 Q3	$929K	Sell	11,520 -100	-0.9%	-$8.38K	0.2%	111
2015 Q2	$1.01M	Hold	11,620	–	–	0.19%	110
2015 Q1	$966K	Sell	11,620 -700	-6%	-$55.1K	0.18%	108
2014 Q4	$939K	Sell	12,320 -955	-7%	-$70.5K	0.17%	104
2014 Q3	$992K	Sell	13,275 -65	-0.5%	-$4.89K	0.18%	106
2014 Q2	$991K	Sell	13,340 -810	-6%	-$59.5K	0.17%	107
2014 Q1	$946K	Sell	14,150 -150	-1%	-$10.4K	0.17%	109
2013 Q4	$1.08M	Buy	14,300 +910	+7%	+$65.9K	0.19%	105
2013 Q3	$936K	Hold	13,390	–	–	0.17%	106
2013 Q2	$881K	Buy	+13,390	New	+$913K	0.16%	106

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Cypress Asset Management's EL Position: Q3 2023 in Review

Cypress Asset Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,950 shares — an estimated $383K sold.

Cypress Asset Management first reported a position in EL in Q2 2013 and held it in 41 quarters. The position peaked at $1.49M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Cypress Asset Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Cypress Asset Management sold 1,950 Estee Lauder shares in Q3 2023, an estimated $383K.
Cypress Asset Management first reported a position in Estee Lauder in Q2 2013 and held it in 41 quarters.
Cypress Asset Management's Estee Lauder position peaked at $1.49M in Q4 2021.
1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Cypress Asset Management's 13F filing for Q3 2023, filed 12 Feb 2024.