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Kiwi Wealth Investments Limited Partnership’s Estee Lauder EL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-34,393
Closed -$6.75M – 90
2023
Q2 		$6.75M Hold
34,393
– – 0.42% 70
2023
Q1 		$8.48M Buy
34,393
+8,004
+30% +$2.03M 0.55% 51
2022
Q4 		$6.55M Buy
26,389
+9,743
+59% +$2.18M 0.44% 61
2022
Q3 		$4.24M Hold
16,646
– – 0.29% 91
2022
Q2 		$4.24M Sell
16,646
-1,537
-8% -$390K 0.29% 91
2022
Q1 		$4.95M Sell
18,183
-8,183
-31% -$2.46M 0.27% 113
2021
Q4 		$9.76M Sell
26,366
-988
-4% -$335K 0.46% 59
2021
Q3 		$8.2M Sell
27,354
-5,726
-17% -$1.87M 0.42% 63
2021
Q2 		$10.5M Buy
33,080
+16,136
+95% +$4.89M 0.54% 52
2021
Q1 		$4.93M Sell
16,944
-652
-4% -$179K 0.29% 100
2020
Q4 		$4.68M Buy
+17,596
New +$4.23M 0.28% 108
2020
Q2 		– Sell
-12,217
Closed -$1.95M – 215
2020
Q1 		$1.95M Hold
12,217
– – 0.2% 126
2019
Q4 		$2.52M Sell
12,217
-1,517
-11% -$295K 0.19% 127
2019
Q3 		$2.73M Sell
13,734
-1,636
-11% -$313K 0.22% 114
2019
Q2 		$2.81M Sell
15,370
-9,175
-37% -$1.57M 0.25% 106
2019
Q1 		$4.06M Buy
+24,545
New +$3.6M 0.37% 86
2018
Q3 		– Sell
-16,513
Closed -$2.36M – 182
2018
Q2 		$2.36M Buy
+16,513
New +$2.44M 0.22% 111
2018
Q1 		– Sell
-14,682
Closed -$1.87M – 174
2017
Q4 		$1.87M Sell
14,682
-61,018
-81% -$7.33M 0.2% 113
2017
Q3 		$8.16M Buy
75,700
+9,641
+15% +$989K 0.98% 33
2017
Q2 		$6.34M Buy
+66,059
New +$6.06M 0.58% 37

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

Kiwi Wealth Investments Limited Partnership's EL Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 34,393 shares — an estimated $6.75M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EL in Q2 2017 and held it in 20 quarters. The position peaked at $10.5M in Q2 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 34,393 Estee Lauder shares in Q3 2023, an estimated $6.75M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Estee Lauder in Q2 2017 and held it in 20 quarters.
  • Kiwi Wealth Investments Limited Partnership's Estee Lauder position peaked at $10.5M in Q2 2021.
  • 1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.