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Industrial Alliance Investment Management’s Estee Lauder EL Stock Holding History

Industrial Alliance 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
-211
Closed -$41K – 58
2023
Q2 		$41K Hold
211
– – 0.02% 136
2023
Q1 		$52K Buy
211
+45
+27% +$11.4K ﹤0.01% 503
2022
Q4 		$41K Sell
166
-77
-32% -$17.2K ﹤0.01% 421
2022
Q3 		$52K Sell
243
-19,139
-99% -$4.89M ﹤0.01% 376
2022
Q2 		$4.94M Buy
19,382
+97
+0.5% +$24.6K 0.14% 142
2022
Q1 		$5.25M Sell
19,285
-12,901
-40% -$3.88M 0.12% 152
2021
Q4 		$11.9M Buy
+32,186
New +$10.9M 0.28% 84

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Industrial Alliance Investment Management's EL Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 211 shares — an estimated $41K sold.

Industrial Alliance Investment Management first reported a position in EL in Q4 2021 and held it in 7 quarters. The position peaked at $11.9M in Q4 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 211 Estee Lauder shares in Q3 2023, an estimated $41K.
  • Industrial Alliance Investment Management first reported a position in Estee Lauder in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Estee Lauder position peaked at $11.9M in Q4 2021.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.