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Little House Capital’s Estee Lauder EL Stock Holding History

Little House 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
Q3 		– Sell
-3,256
Closed -$639K – 121
2023
Q2 		$639K Buy
3,256
+78
+2% +$16.5K 0.27% 85
2023
Q1 		$783K Buy
+3,178
New +$807K 0.37% 75
2021
Q2 		– Sell
-8,079
Closed -$2.35M – 154
2021
Q1 		$2.35M Buy
+8,079
New +$2.21M 0.83% 45

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
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
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

Little House Capital's EL Position: Q3 2023 in Review

Little House Capital sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 3,256 shares — an estimated $639K sold.

Little House Capital first reported a position in EL in Q1 2021 and held it in 3 quarters. The position peaked at $2.35M in Q1 2021. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Little House Capital reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Little House Capital sold 3,256 Estee Lauder shares in Q3 2023, an estimated $639K.
  • Little House Capital first reported a position in Estee Lauder in Q1 2021 and held it in 3 quarters.
  • Little House Capital's Estee Lauder position peaked at $2.35M in Q1 2021.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Little House Capital's 13F filing for Q3 2023, filed 30 Oct 2023.