EVM
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Evelyn V. Moreno’s Estee Lauder EL Stock Holding History

Evelyn V. Moreno’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
Q4 		$254K Sell
1,737
-14,755
-89% -$1.96M 0.12% 118
2023
Q3 		$2.38M Buy
16,492
+75
+0.5% +$12.5K 0.52% 53
2023
Q2 		$3.22M Sell
16,417
-147
-0.9% -$31.2K 0.69% 49
2023
Q1 		$4.08M Buy
16,564
+678
+4% +$172K 0.93% 45
2022
Q4 		$3.94M Buy
15,886
+8,651
+120% +$1.93M 0.91% 45
2022
Q3 		$1.56M Sell
7,235
-17,732
-71% -$4.53M 0.71% 52
2022
Q2 		$6.36M Sell
24,967
-1,819
-7% -$461K 1.48% 23
2022
Q1 		$7.29M Sell
26,786
-305
-1% -$91.8K 1.48% 31
2021
Q4 		$10M Buy
27,091
+1,872
+7% +$635K 2.01% 19
2021
Q3 		$7.56M Sell
25,219
-392
-2% -$128K 1.78% 26
2021
Q2 		$8.15M Sell
25,611
-1,483
-5% -$450K 1.91% 23
2021
Q1 		$7.88M Buy
27,094
+91
+0.3% +$24.9K 1.88% 23
2020
Q4 		$7.19M Buy
27,003
+115
+0.4% +$27.7K 1.79% 26
2020
Q3 		$5.87M Sell
26,888
-530
-2% -$109K 1.59% 28
2020
Q2 		$5.17M Sell
27,418
-259
-0.9% -$46.3K 1.5% 33
2020
Q1 		$4.41M Buy
27,677
+514
+2% +$99.2K 1.5% 34
2019
Q4 		$5.61M Buy
27,163
+558
+2% +$108K 1.51% 35
2019
Q3 		$5.29M Buy
+26,605
New +$5.09M 1.45% 34

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evelyn V. Moreno's EL Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Estee Lauder (EL) stake by 89% in Q4 2023, selling an estimated $1.96M and leaving 1,737 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #118.

Evelyn V. Moreno first reported a position in EL in Q3 2019 and has held it in 18 quarters since. The position peaked at $10M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Evelyn V. Moreno held 1,737 shares of Estee Lauder worth $254K as of Q4 2023.
  • Evelyn V. Moreno sold 14,755 Estee Lauder shares in Q4 2023, an estimated $1.96M.
  • Estee Lauder made up 0.12% of Evelyn V. Moreno's portfolio in Q4 2023, its #118 holding.
  • Evelyn V. Moreno first reported a position in Estee Lauder in Q3 2019 and has held it in 18 quarters since.
  • Evelyn V. Moreno's Estee Lauder position peaked at $10M in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.