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IQ EQ Fund Management’s Estee Lauder EL Stock Holding History

IQ EQ Fund 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
Q1 		– Sell
-1,286
Closed -$476K – 214
2021
Q4 		$476K Sell
1,286
-125
-9% -$42.4K 0.07% 174
2021
Q3 		$423K Sell
1,411
-88
-6% -$28.7K 0.06% 199
2021
Q2 		$477K Hold
1,499
– – 0.07% 191
2021
Q1 		$436K Sell
1,499
-1,967
-57% -$539K 0.08% 190
2020
Q4 		$923K Sell
3,466
-927
-21% -$223K 0.21% 117
2020
Q3 		$959K Sell
4,393
-755
-15% -$155K 0.29% 83
2020
Q2 		$971K Sell
5,148
-697
-12% -$125K 0.33% 77
2020
Q1 		$931K Sell
5,845
-173
-3% -$33.4K 0.38% 69
2019
Q4 		$1.24M Sell
6,018
-312
-5% -$60.6K 0.39% 72
2019
Q3 		$1.26M Sell
6,330
-228
-3% -$43.6K 0.41% 72
2019
Q2 		$1.2M Buy
+6,558
New +$1.12M 0.39% 76
2018
Q4 		$2.65M Sell
20,405
-1,500
-7% -$204K 0.97% 34
2018
Q3 		$3.32M Sell
21,905
-169
-0.8% -$23.5K 0.91% 39
2018
Q2 		$3.15M Buy
+22,074
New +$3.27M 0.84% 37
2017
Q1 		$3.12M Sell
32,549
-721
-2% -$59.6K 0.59% 37
2016
Q4 		$2.92M Buy
33,270
+11,678
+54% +$949K 0.53% 36
2016
Q3 		$2.06M Buy
21,592
+2,148
+11% +$196K 0.38% 59
2016
Q2 		$1.93M Sell
19,444
-8,835
-31% -$824K 0.36% 57
2016
Q1 		$2.83M Sell
28,279
-4,615
-14% -$411K 0.52% 49
2015
Q4 		$3.23M Buy
+32,894
New +$2.8M 0.55% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IQ EQ Fund Management's EL Position: Q1 2022 in Review

IQ EQ Fund Management sold out of Estee Lauder (EL) in Q1 2022, closing a stake of 1,286 shares — an estimated $476K sold.

IQ EQ Fund Management first reported a position in EL in Q4 2015 and held it in 20 quarters. The position peaked at $3.32M in Q3 2018. 1,205 funds tracked by Wall St. Rank hold EL as of Q1 2022.

  • IQ EQ Fund Management reported no remaining Estee Lauder position as of Q1 2022 after selling out during the quarter.
  • IQ EQ Fund Management sold 1,286 Estee Lauder shares in Q1 2022, an estimated $476K.
  • IQ EQ Fund Management first reported a position in Estee Lauder in Q4 2015 and held it in 20 quarters.
  • IQ EQ Fund Management's Estee Lauder position peaked at $3.32M in Q3 2018.
  • 1,205 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2022.

Based on IQ EQ Fund Management's 13F filing for Q1 2022, filed 28 Apr 2022.