JIM
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Jupiter Investment Management’s Estee Lauder EL Stock Holding History

Jupiter 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
2019
Q4 		– Sell
-69,000
Closed -$13.7M – 456
2019
Q3 		$13.7M Buy
69,000
+57,681
+510% +$11M 0.18% 142
2019
Q2 		$2.07M Buy
11,319
+11,313
+188,550% +$1.93M 0.02% 227
2019
Q1 		$0 Sell
6
-1,125,295
-100% -$165M ﹤0.01% 374
2018
Q4 		$146M Buy
1,125,301
+1,125,134
+673,733% +$153M 1.3% 23
2018
Q3 		$24K Sell
167
-1,775,217
-100% -$246M ﹤0.01% 355
2018
Q2 		$253M Buy
1,775,384
+208,120
+13% +$30.8M 1.8% 9
2018
Q1 		$235M Buy
1,567,264
+1,021,345
+187% +$141M 1.87% 9
2017
Q4 		$69.5M Buy
+545,919
New +$65.6M 0.64% 52
2017
Q1 		– Sell
-6,087
Closed -$465K – 423
2016
Q4 		$465K Sell
6,087
-88,029
-94% -$7.16M 0.01% 264
2016
Q3 		$8.33M Sell
94,116
-818,119
-90% -$74.6M 0.14% 122
2016
Q2 		$83M Buy
912,235
+319,662
+54% +$29.8M 1.56% 12
2016
Q1 		$55.9M Sell
592,573
-224,771
-28% -$20M 1.14% 15
2015
Q4 		$72M Buy
817,344
+125,681
+18% +$10.7M 1.92% 8
2015
Q3 		$55.8M Sell
691,663
-52,738
-7% -$4.42M 1.58% 14
2015
Q2 		$64.5M Buy
744,401
+633,431
+571% +$54.6M 1.88% 16
2015
Q1 		$9.23M Sell
110,970
-111,456
-50% -$8.77M 0.29% 82
2014
Q4 		$16.9M Buy
222,426
+116,429
+110% +$8.6M 0.6% 52
2014
Q3 		$7.92M Buy
+105,997
New +$7.98M 0.39% 74
2013
Q3 		– Sell
-80,000
Closed -$5.26M – 293
2013
Q2 		$5.26M Buy
+80,000
New +$5.46M 0.63% 55

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Investment Management's EL Position: Q4 2019 in Review

Jupiter Investment Management sold out of Estee Lauder (EL) in Q4 2019, closing a stake of 69,000 shares — an estimated $13.7M sold.

Jupiter Investment Management first reported a position in EL in Q2 2013 and held it in 19 quarters. The position peaked at $253M in Q2 2018. 1,014 funds tracked by Wall St. Rank hold EL as of Q4 2019.

  • Jupiter Investment Management reported no remaining Estee Lauder position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 69,000 Estee Lauder shares in Q4 2019, an estimated $13.7M.
  • Jupiter Investment Management first reported a position in Estee Lauder in Q2 2013 and held it in 19 quarters.
  • Jupiter Investment Management's Estee Lauder position peaked at $253M in Q2 2018.
  • 1,014 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.