Fundsmith Investment Services’s Estee Lauder EL Stock Holding History

Fundsmith Investment Services’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	-1,637,837	Closed	-$322M	–	27
2023 Q2	$322M	Buy	1,637,837 +1,624	+0.1%	+$345K	4.69%	10
2023 Q1	$403M	Buy	1,636,213 +850	+0.1%	+$216K	6.21%	5
2022 Q4	$406M	Buy	1,635,363 +16,312	+1%	+$3.64M	6.75%	4
2022 Q3	$350M	Sell	1,619,051 -3,521	-0.2%	-$899K	6.05%	3
2022 Q2	$413M	Buy	1,622,572 +148,944	+10%	+$37.8M	6.89%	3
2022 Q1	$401M	Buy	1,473,628 +1,461,387	+11,938%	+$440M	5.5%	3
2021 Q4	$4.53M	Buy	12,241 +15	+0.1%	+$5.09K	2.46%	24
2021 Q3	$3.67M	Buy	12,226 +13	+0.1%	+$4.25K	2.23%	24
2021 Q2	$3.88M	Buy	+12,213	New	+$3.7M	2.41%	23

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fundsmith Investment Services's EL Position: Q3 2023 in Review

Fundsmith Investment Services sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,637,837 shares — an estimated $322M sold.

Fundsmith Investment Services first reported a position in EL in Q2 2021 and held it in 9 quarters. The position peaked at $413M in Q2 2022. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Fundsmith Investment Services reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Fundsmith Investment Services sold 1,637,837 Estee Lauder shares in Q3 2023, an estimated $322M.
Fundsmith Investment Services first reported a position in Estee Lauder in Q2 2021 and held it in 9 quarters.
Fundsmith Investment Services's Estee Lauder position peaked at $413M in Q2 2022.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Fundsmith Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.