Harbour Capital Advisors’s Estee Lauder EL Stock Holding History

Harbour Capital Advisors’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 Q2	–	Sell	-1,460	Closed	-$360K	–	262
2023 Q1	$360K	Buy	+1,460	New	+$371K	0.11%	183
2017 Q2	–	Sell	-775	Closed	-$65.7K	–	335
2017 Q1	$65.7K	Buy	+775	New	+$64K	0.03%	348
2016 Q4	–	Sell	-1,200	Closed	-$106K	–	203
2016 Q3	$106K	Buy	+1,200	New	+$109K	0.07%	238
2015 Q2	–	Sell	-11,764	Closed	-$978K	–	209
2015 Q1	$978K	Buy	11,764 +700	+6%	+$55.1K	0.68%	37
2014 Q4	$843K	Buy	11,064 +1,660	+18%	+$123K	0.6%	49
2014 Q3	$703K	Buy	9,404 +1,060	+13%	+$79.8K	0.58%	64
2014 Q2	$620K	Buy	+8,344	New	+$613K	0.49%	80

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harbour Capital Advisors's EL Position: Q2 2023 in Review

Harbour Capital Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 1,460 shares — an estimated $360K sold.

Harbour Capital Advisors first reported a position in EL in Q2 2014 and held it in 7 quarters. The position peaked at $978K in Q1 2015. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Harbour Capital Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Harbour Capital Advisors sold 1,460 Estee Lauder shares in Q2 2023, an estimated $360K.
Harbour Capital Advisors first reported a position in Estee Lauder in Q2 2014 and held it in 7 quarters.
Harbour Capital Advisors's Estee Lauder position peaked at $978K in Q1 2015.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Harbour Capital Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.