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Hotaling Investment Management’s Estee Lauder EL Stock Holding History

Hotaling 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
2022
Q4 		$2.39M Buy
9,634
+62
+0.6% +$13.8K 1.08% 29
2022
Q3 		$2.07M Sell
9,572
-3
-0% -$766 0.99% 31
2022
Q2 		$2.44M Sell
9,575
-7
-0.1% -$1.78K 1.06% 28
2022
Q1 		$2.61M Buy
9,582
+239
+3% +$71.9K 1% 30
2021
Q4 		$3.46M Buy
9,343
+219
+2% +$74.3K 1.2% 23
2021
Q3 		$2.74M Buy
9,124
+326
+4% +$106K 1.14% 29
2021
Q2 		$2.8M Sell
8,798
-2,864
-25% -$868K 1.14% 30
2021
Q1 		$3.39M Buy
11,662
+227
+2% +$62.2K 1.52% 18
2020
Q4 		$3.04M Buy
11,435
+4,066
+55% +$978K 1.42% 22
2020
Q3 		$1.61M Sell
7,369
-69
-0.9% -$14.2K 0.87% 41
2020
Q2 		$1.4M Buy
7,438
+77
+1% +$13.8K 0.81% 48
2020
Q1 		$1.17M Buy
7,361
+36
+0.5% +$6.95K 0.87% 41
2019
Q4 		$1.51M Sell
7,325
-2,828
-28% -$549K 0.87% 47
2019
Q3 		$2.02M Buy
10,153
+151
+2% +$28.9K 1.3% 24
2019
Q2 		$1.83M Buy
10,002
+260
+3% +$44.4K 1.18% 27
2019
Q1 		$1.61M Buy
9,742
+1,703
+21% +$250K 1.09% 28
2018
Q4 		$1.05M Buy
+8,039
New +$1.09M 0.85% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotaling Investment Management's EL Position: Q4 2022 in Review

Hotaling Investment Management increased its Estee Lauder (EL) stake by 0.65% in Q4 2022, buying an estimated $13.8K and bringing the position to 9,634 shares worth $2.39M. The position accounts for 1.08% of the portfolio, ranked #29.

Hotaling Investment Management first reported a position in EL in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.46M in Q4 2021. 1,182 funds tracked by Wall St. Rank hold EL as of Q4 2022.

  • Hotaling Investment Management held 9,634 shares of Estee Lauder worth $2.39M as of Q4 2022.
  • Hotaling Investment Management bought 62 Estee Lauder shares in Q4 2022, an estimated $13.8K.
  • Estee Lauder made up 1.08% of Hotaling Investment Management's portfolio in Q4 2022, its #29 holding.
  • Hotaling Investment Management first reported a position in Estee Lauder in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Estee Lauder position peaked at $3.46M in Q4 2021.
  • 1,182 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.