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Daniel Loeb’s Estee Lauder EL Stock Holding History

Daniel Loeb’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
2021
Q4 		– Sell
-1,000,000
Closed -$300M – 96
2021
Q3 		$300M Sell
1,000,000
-95,000
-9% -$31M 1.64% 20
2021
Q2 		$348M Buy
1,095,000
+130,000
+13% +$39.4M 2.04% 19
2021
Q1 		$281M Buy
965,000
+765,000
+383% +$209M 1.89% 21
2020
Q4 		$53.2M Buy
+200,000
New +$48.1M 0.41% 46

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Daniel Loeb's EL Position: Q4 2021 in Review

Daniel Loeb sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 1,000,000 shares — an estimated $300M sold.

Daniel Loeb first reported a position in EL in Q4 2020 and held it in 4 quarters. The position peaked at $348M in Q2 2021. 1,259 funds tracked by Wall St. Rank hold EL as of Q4 2021.

  • Daniel Loeb reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
  • Daniel Loeb sold 1,000,000 Estee Lauder shares in Q4 2021, an estimated $300M.
  • Daniel Loeb first reported a position in Estee Lauder in Q4 2020 and held it in 4 quarters.
  • Daniel Loeb's Estee Lauder position peaked at $348M in Q2 2021.
  • 1,259 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Third Point's 13F filing for Q4 2021, filed 14 Feb 2022.