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Donoghue Forlines’s Estee Lauder EL Stock Holding History

Donoghue Forlines’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
-5,543
Closed -$1.66M – 271
2021
Q3 		$1.66M Sell
5,543
-355
-6% -$116K 0.32% 78
2021
Q2 		$1.88M Sell
5,898
-218
-4% -$66.1K 0.35% 63
2021
Q1 		$1.78M Buy
+6,116
New +$1.67M 0.35% 72
2019
Q2 		– Sell
-16,926
Closed -$2.8M – 176
2019
Q1 		$2.8M Buy
+16,926
New +$2.49M 0.28% 36
2017
Q3 		– Sell
-22,954
Closed -$2.2M – 96
2017
Q2 		$2.2M Buy
+22,954
New +$2.11M 0.25% 69

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Donoghue Forlines's EL Position: Q4 2021 in Review

Donoghue Forlines sold out of Estee Lauder (EL) in Q4 2021, closing a stake of 5,543 shares — an estimated $1.66M sold.

Donoghue Forlines first reported a position in EL in Q2 2017 and held it in 5 quarters. The position peaked at $2.8M in Q1 2019. 1,258 funds tracked by Wall St. Rank hold EL as of Q4 2021.

  • Donoghue Forlines reported no remaining Estee Lauder position as of Q4 2021 after selling out during the quarter.
  • Donoghue Forlines sold 5,543 Estee Lauder shares in Q4 2021, an estimated $1.66M.
  • Donoghue Forlines first reported a position in Estee Lauder in Q2 2017 and held it in 5 quarters.
  • Donoghue Forlines's Estee Lauder position peaked at $2.8M in Q1 2019.
  • 1,258 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2021.

Based on Donoghue Forlines's 13F filing for Q4 2021, filed 11 Feb 2022.