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Liontrust Investment Partners’s Estee Lauder EL Stock Holding History

Liontrust Investment Partners’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
2024
Q4 		– Sell
-90,000
Closed -$9.58M – 224
2024
Q3 		$9.58M Hold
90,000
– – 0.14% 96
2024
Q2 		$9.58M Buy
90,000
+40,000
+80% +$5.25M 0.14% 96
2024
Q1 		$7.71M Sell
50,000
-50,000
-50% -$7.09M 0.11% 108
2023
Q4 		$14.6M Sell
100,000
-11,000
-10% -$1.46M 0.21% 77
2023
Q3 		$16M Sell
111,000
-1,000
-0.9% -$167K 0.26% 66
2023
Q2 		$22M Buy
112,000
+54,000
+93% +$11.5M 0.32% 52
2023
Q1 		$14.3M Buy
58,000
+1,000
+2% +$254K 0.21% 79
2022
Q4 		$14.1M Buy
57,000
+4,000
+8% +$893K 0.25% 52
2022
Q3 		$11.4M Sell
53,000
-5,000
-9% -$1.28M 0.18% 64
2022
Q2 		$14.8M Buy
58,000
+8,000
+16% +$2.03M 0.21% 66
2022
Q1 		$13.6M Buy
50,000
+22,000
+79% +$6.62M 0.18% 63
2021
Q4 		$10.4M Sell
28,000
-4,000
-13% -$1.36M 0.12% 82
2021
Q3 		$9.6M Buy
+32,000
New +$10.5M 0.13% 86
2020
Q4 		$2.79M Buy
+10,500
New +$2.53M 0.06% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Liontrust Investment Partners's EL Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Estee Lauder (EL) in Q4 2024, closing a stake of 90,000 shares — an estimated $9.58M sold.

Liontrust Investment Partners first reported a position in EL in Q4 2020 and held it in 14 quarters. The position peaked at $22M in Q2 2023. 841 funds tracked by Wall St. Rank hold EL as of Q4 2024.

  • Liontrust Investment Partners reported no remaining Estee Lauder position as of Q4 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 90,000 Estee Lauder shares in Q4 2024, an estimated $9.58M.
  • Liontrust Investment Partners first reported a position in Estee Lauder in Q4 2020 and held it in 14 quarters.
  • Liontrust Investment Partners's Estee Lauder position peaked at $22M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.