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Joho Capital’s Estee Lauder EL Stock Holding History

Joho Capital’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
Q4 		– Sell
-11,802
Closed -$1.71M – 17
2023
Q3 		$1.71M Hold
11,802
– – 0.38% 16
2023
Q2 		$2.32M Buy
11,802
+1,450
+14% +$308K 0.47% 18
2023
Q1 		$2.55M Hold
10,352
– – 0.66% 13
2022
Q4 		$2.57M Hold
10,352
– – 0.83% 13
2022
Q3 		$2.23M Hold
10,352
– – 0.62% 11
2022
Q2 		$2.64M Buy
10,352
+1,800
+21% +$457K 0.6% 10
2022
Q1 		$2.33M Buy
8,552
+520
+6% +$156K 0.33% 14
2021
Q4 		$2.97M Hold
8,032
– – 0.41% 13
2021
Q3 		$2.41M Sell
8,032
-1,775
-18% -$580K 0.32% 14
2021
Q2 		$3.12M Buy
9,807
+900
+10% +$273K 0.44% 15
2021
Q1 		$2.59M Buy
8,907
+2,385
+37% +$653K 0.4% 15
2020
Q4 		$1.74M Hold
6,522
– – 0.3% 13
2020
Q3 		$1.42M Hold
6,522
– – 0.29% 9
2020
Q2 		$1.23M Sell
6,522
-3,450
-35% -$616K 0.35% 7
2020
Q1 		$1.59M Sell
9,972
-6,450
-39% -$1.24M 0.41% 8
2019
Q4 		$3.39M Buy
16,422
+4,200
+34% +$816K 0.51% 10
2019
Q3 		$2.43M Sell
12,222
-140
-1% -$26.8K 0.43% 10
2019
Q2 		$2.26M Sell
12,362
-4,100
-25% -$700K 0.35% 10
2019
Q1 		$2.73M Buy
16,462
+5,912
+56% +$868K 0.46% 9
2018
Q4 		$1.37M Sell
10,550
-3,250
-24% -$441K 0.31% 7
2018
Q3 		$2M Hold
13,800
– – 0.48% 6
2018
Q2 		$1.97M Buy
13,800
+3,000
+28% +$444K 0.43% 7
2018
Q1 		$1.62M Buy
+10,800
New +$1.5M 0.4% 7
2014
Q1 		– Sell
-1,043,453
Closed -$78.6M – 12
2013
Q4 		$78.6M Sell
1,043,453
-452,500
-30% -$32.8M 5.38% 6
2013
Q3 		$105M Sell
1,495,953
-103,101
-6% -$6.98M 7.85% 4
2013
Q2 		$105M Buy
+1,599,054
New +$109M 9.01% 4

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 $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Joho Capital's EL Position: Q4 2023 in Review

Joho Capital sold out of Estee Lauder (EL) in Q4 2023, closing a stake of 11,802 shares — an estimated $1.71M sold.

Joho Capital first reported a position in EL in Q2 2013 and held it in 26 quarters. The position peaked at $105M in Q2 2013. 1,035 funds tracked by Wall St. Rank hold EL as of Q4 2023.

  • Joho Capital reported no remaining Estee Lauder position as of Q4 2023 after selling out during the quarter.
  • Joho Capital sold 11,802 Estee Lauder shares in Q4 2023, an estimated $1.71M.
  • Joho Capital first reported a position in Estee Lauder in Q2 2013 and held it in 26 quarters.
  • Joho Capital's Estee Lauder position peaked at $105M in Q2 2013.
  • 1,035 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2023.

Based on Joho Capital's 13F filing for Q4 2023, filed 14 Feb 2024.