MCM
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Marsico Capital Management’s Estee Lauder EL Stock Holding History

Marsico Capital 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
2023
Q1 		– Sell
-16,420
Closed -$4.07M – 69
2022
Q4 		$4.07M Sell
16,420
-26,467
-62% -$5.91M 0.21% 53
2022
Q3 		$9.26M Sell
42,887
-25,580
-37% -$6.53M 0.5% 35
2022
Q2 		$17.4M Buy
68,467
+4,165
+6% +$1.06M 0.85% 25
2022
Q1 		$17.5M Sell
64,302
-18,350
-22% -$5.52M 0.61% 30
2021
Q4 		$30.6M Buy
82,652
+473
+0.6% +$161K 0.89% 29
2021
Q3 		$24.6M Buy
82,179
+12,068
+17% +$3.94M 0.76% 29
2021
Q2 		$22.3M Buy
70,111
+275
+0.4% +$83.4K 0.55% 29
2021
Q1 		$20.3M Buy
69,836
+3,905
+6% +$1.07M 0.53% 37
2020
Q4 		$17.6M Buy
65,931
+19,487
+42% +$4.69M 0.45% 38
2020
Q3 		$10.1M Buy
+46,444
New +$9.56M 0.28% 45
2013
Q3 		– Sell
-134,498
Closed -$8.85M – 107
2013
Q2 		$8.85M Buy
+134,498
New +$9.18M 0.06% 89

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marsico Capital Management's EL Position: Q1 2023 in Review

Marsico Capital Management sold out of Estee Lauder (EL) in Q1 2023, closing a stake of 16,420 shares — an estimated $4.07M sold.

Marsico Capital Management first reported a position in EL in Q2 2013 and held it in 11 quarters. The position peaked at $30.6M in Q4 2021. 1,231 funds tracked by Wall St. Rank hold EL as of Q1 2023.

  • Marsico Capital Management reported no remaining Estee Lauder position as of Q1 2023 after selling out during the quarter.
  • Marsico Capital Management sold 16,420 Estee Lauder shares in Q1 2023, an estimated $4.07M.
  • Marsico Capital Management first reported a position in Estee Lauder in Q2 2013 and held it in 11 quarters.
  • Marsico Capital Management's Estee Lauder position peaked at $30.6M in Q4 2021.
  • 1,231 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2023.

Based on Marsico Capital Management's 13F filing for Q1 2023, filed 12 May 2023.