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Martin Investment Management’s Estee Lauder EL Stock Holding History

Martin Investment 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
2020
Q3 		– Sell
-24,748
Closed -$4.67M – 46
2020
Q2 		$4.67M Buy
24,748
+508
+2% +$90.8K 1.95% 25
2020
Q1 		$3.86M Sell
24,240
-7,484
-24% -$1.44M 1.96% 26
2019
Q4 		$6.55M Sell
31,724
-30,880
-49% -$6M 2.27% 26
2019
Q3 		$12.5M Sell
62,604
-1,748
-3% -$334K 3.05% 16
2019
Q2 		$11.8M Sell
64,352
-13,355
-17% -$2.28M 2.96% 18
2019
Q1 		$12.9M Buy
77,707
+34
+0% +$4.99K 3.35% 10
2018
Q4 		$10.1M Sell
77,673
-1,705
-2% -$232K 3.25% 15
2018
Q3 		$11.5M Buy
+79,378
New +$11M 3.1% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Martin Investment Management's EL Position: Q3 2020 in Review

Martin Investment Management sold out of Estee Lauder (EL) in Q3 2020, closing a stake of 24,748 shares — an estimated $4.67M sold.

Martin Investment Management first reported a position in EL in Q3 2018 and held it in 8 quarters. The position peaked at $12.9M in Q1 2019. 976 funds tracked by Wall St. Rank hold EL as of Q3 2020.

  • Martin Investment Management reported no remaining Estee Lauder position as of Q3 2020 after selling out during the quarter.
  • Martin Investment Management sold 24,748 Estee Lauder shares in Q3 2020, an estimated $4.67M.
  • Martin Investment Management first reported a position in Estee Lauder in Q3 2018 and held it in 8 quarters.
  • Martin Investment Management's Estee Lauder position peaked at $12.9M in Q1 2019.
  • 976 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2020.

Based on Martin Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.