EIP
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Epoch Investment Partners’s Estee Lauder EL Stock Holding History

Epoch Investment Partners’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
-28,433
Closed -$6.21M – 330
2020
Q3 		$6.21M Sell
28,433
-40,154
-59% -$8.26M 0.03% 242
2020
Q2 		$12.9M Sell
68,587
-2,083
-3% -$372K 0.07% 194
2020
Q1 		$11.3M Sell
70,670
-322
-0.5% -$62.1K 0.07% 196
2019
Q4 		$14.7M Buy
70,992
+42,255
+147% +$8.21M 0.06% 186
2019
Q3 		$5.72M Sell
28,737
-13,426
-32% -$2.57M 0.03% 222
2019
Q2 		$7.72M Buy
42,163
+2,008
+5% +$343K 0.03% 210
2019
Q1 		$6.65M Buy
40,155
+1,712
+4% +$251K 0.03% 234
2018
Q4 		$5M Sell
38,443
-7,684
-17% -$1.04M 0.02% 243
2018
Q3 		$6.7M Sell
46,127
-53
-0.1% -$7.36K 0.03% 239
2018
Q2 		$6.59K Sell
46,180
-177
-0.4% -$26.2K 0.02% 240
2018
Q1 		$6.94M Buy
46,357
+211
+0.5% +$29.2K 0.02% 232
2017
Q4 		$5.87M Buy
46,146
+552
+1% +$66.3K 0.02% 241
2017
Q3 		$4.92M Buy
45,594
+300
+0.7% +$30.8K 0.02% 249
2017
Q2 		$4.35M Hold
45,294
– – 0.01% 250
2017
Q1 		$3.84M Hold
45,294
– – 0.01% 256
2016
Q4 		$3.46M Buy
45,294
+13,409
+42% +$1.09M 0.01% 226
2016
Q3 		$2.82M Buy
31,885
+7,013
+28% +$639K 0.01% 224
2016
Q2 		$2.26M Buy
24,872
+940
+4% +$87.7K 0.01% 221
2016
Q1 		$2.26M Sell
23,932
-5
-0% -$446 0.01% 219
2015
Q4 		$2.11M Buy
+23,937
New +$2.04M 0.01% 218

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
JP Morgan Chase
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epoch Investment Partners's EL Position: Q4 2020 in Review

Epoch Investment Partners sold out of Estee Lauder (EL) in Q4 2020, closing a stake of 28,433 shares — an estimated $6.21M sold.

Epoch Investment Partners first reported a position in EL in Q4 2015 and held it in 20 quarters. The position peaked at $14.7M in Q4 2019. 1,065 funds tracked by Wall St. Rank hold EL as of Q4 2020.

  • Epoch Investment Partners reported no remaining Estee Lauder position as of Q4 2020 after selling out during the quarter.
  • Epoch Investment Partners sold 28,433 Estee Lauder shares in Q4 2020, an estimated $6.21M.
  • Epoch Investment Partners first reported a position in Estee Lauder in Q4 2015 and held it in 20 quarters.
  • Epoch Investment Partners's Estee Lauder position peaked at $14.7M in Q4 2019.
  • 1,065 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2020.

Based on Epoch Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.