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Foundry Partners’s Estee Lauder EL Stock Holding History

Foundry 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
2022
Q2 		– Sell
-832
Closed -$227K – 320
2022
Q1 		$227K Hold
832
– – 0.01% 321
2021
Q4 		$308K Buy
832
+125
+18% +$42.4K 0.01% 314
2021
Q3 		$212K Buy
707
+49
+7% +$16K 0.01% 355
2021
Q2 		$209K Buy
+658
New +$199K 0.01% 362
2017
Q2 		– Sell
-3,671
Closed -$311K – 422
2017
Q1 		$311K Sell
3,671
-1,110
-23% -$91.7K 0.01% 408
2016
Q4 		$366K Sell
4,781
-18,066
-79% -$1.47M 0.02% 398
2016
Q3 		$2.02M Sell
22,847
-5,979
-21% -$545K 0.11% 260
2016
Q2 		$2.62M Sell
28,826
-3,840
-12% -$358K 0.15% 232
2016
Q1 		$3.08M Sell
32,666
-51,037
-61% -$4.55M 0.3% 102
2015
Q4 		$7.37M Buy
83,703
+31,875
+62% +$2.71M 0.61% 52
2015
Q3 		$4.18M Sell
51,828
-19,046
-27% -$1.6M 0.37% 91
2015
Q2 		$6.14M Buy
70,874
+15,274
+27% +$1.32M 0.49% 74
2015
Q1 		$4.62M Buy
+55,600
New +$4.38M 0.39% 98
2014
Q1 		– Sell
-122,387
Closed -$9.22M – 283
2013
Q4 		$9.22M Buy
+122,387
New +$8.86M 0.83% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundry Partners's EL Position: Q2 2022 in Review

Foundry Partners sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 832 shares — an estimated $227K sold.

Foundry Partners first reported a position in EL in Q4 2013 and held it in 14 quarters. The position peaked at $9.22M in Q4 2013. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Foundry Partners reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Foundry Partners sold 832 Estee Lauder shares in Q2 2022, an estimated $227K.
  • Foundry Partners first reported a position in Estee Lauder in Q4 2013 and held it in 14 quarters.
  • Foundry Partners's Estee Lauder position peaked at $9.22M in Q4 2013.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Foundry Partners's 13F filing for Q2 2022, filed 28 Jul 2022.