FIM
EL icon

Freedom Investment Management’s Estee Lauder EL Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-1,048
Closed -$206K – 703
2023
Q2 		$206K Buy
1,048
+116
+12% +$24.6K 0.02% 647
2023
Q1 		$230K Buy
932
+5
+0.5% +$1.27K 0.03% 620
2022
Q4 		$230K Sell
927
-24
-3% -$5.36K 0.03% 632
2022
Q3 		$205K Sell
951
-4
-0.4% -$1.02K 0.02% 669
2022
Q2 		$243K Sell
955
-39
-4% -$9.89K 0.03% 637
2022
Q1 		$271K Sell
994
-57
-5% -$17.2K 0.02% 645
2021
Q4 		$389K Buy
1,051
+200
+24% +$67.9K 0.03% 599
2021
Q3 		$255K Sell
851
-69
-8% -$22.5K 0.02% 686
2021
Q2 		$293K Buy
920
+1
+0.1% +$303 0.02% 685
2021
Q1 		$267K Sell
919
-3
-0.3% -$821 0.02% 693
2020
Q4 		$245K Sell
922
-12,240
-93% -$2.94M 0.03% 523
2020
Q3 		$2.87M Buy
13,162
+598
+5% +$123K 0.31% 70
2020
Q2 		$2.37M Sell
12,564
-1,113
-8% -$199K 0.26% 81
2020
Q1 		$2.86M Buy
13,677
+58
+0.4% +$11.2K 0.25% 87
2019
Q4 		$2.81M Buy
13,619
+21
+0.2% +$4.08K 0.25% 84
2019
Q3 		$2.71M Buy
13,598
+227
+2% +$43.4K 0.24% 86
2019
Q2 		$2.45M Buy
13,371
+1,183
+10% +$202K 0.21% 102
2019
Q1 		$2.02M Buy
12,188
+633
+5% +$93K 0.16% 141
2018
Q4 		$1.5M Sell
11,555
-640
-5% -$86.9K 0.12% 175
2018
Q3 		$1.69M Buy
+12,195
New +$1.69M 0.11% 192
2018
Q1 		– Sell
-2,410
Closed -$307K – 1145
2017
Q4 		$307K Buy
+2,410
New +$290K 0.02% 873
2017
Q2 		– Sell
-4,003
Closed -$339K – 1076
2017
Q1 		$339K Sell
4,003
-461
-10% -$38.1K 0.02% 705
2016
Q4 		$341K Buy
+4,464
New +$363K 0.02% 633

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's EL Position: Q3 2023 in Review

Freedom Investment Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,048 shares — an estimated $206K sold.

Freedom Investment Management first reported a position in EL in Q4 2016 and held it in 23 quarters. The position peaked at $2.87M in Q3 2020. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Freedom Investment Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 1,048 Estee Lauder shares in Q3 2023, an estimated $206K.
  • Freedom Investment Management first reported a position in Estee Lauder in Q4 2016 and held it in 23 quarters.
  • Freedom Investment Management's Estee Lauder position peaked at $2.87M in Q3 2020.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.