Longbow Finance’s Estee Lauder EL Stock Holding History

Longbow Finance’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 Q2	–	Sell	-37,873	Closed	-$9.33M	–	61
2023 Q1	$9.33M	Buy	37,873 +381	+1%	+$96.8K	1.18%	37
2022 Q4	$9.3M	Buy	+37,492	New	+$8.37M	1.25%	37

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longbow Finance's EL Position: Q2 2023 in Review

Longbow Finance sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 37,873 shares — an estimated $9.33M sold.

Longbow Finance first reported a position in EL in Q4 2022 and held it in 2 quarters. The position peaked at $9.33M in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Longbow Finance reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Longbow Finance sold 37,873 Estee Lauder shares in Q2 2023, an estimated $9.33M.
Longbow Finance first reported a position in Estee Lauder in Q4 2022 and held it in 2 quarters.
Longbow Finance's Estee Lauder position peaked at $9.33M in Q1 2023.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Longbow Finance's 13F filing for Q2 2023, filed 13 Nov 2023.