MU
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Mirova US’s Estee Lauder EL Stock Holding History

Mirova US’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
Q1 		– Sell
-674,940
Closed -$98.7M – 28
2023
Q4 		$98.7M Sell
674,940
-4,479
-0.7% -$594K 1.49% 23
2023
Q3 		$98.2M Buy
679,419
+25,802
+4% +$4.3M 1.67% 20
2023
Q2 		$128M Buy
653,617
+252,574
+63% +$53.6M 2.14% 16
2023
Q1 		$98.8M Buy
401,043
+4,865
+1% +$1.24M 1.79% 20
2022
Q4 		$98.3M Buy
396,178
+9,129
+2% +$2.04M 1.97% 18
2022
Q3 		$83.6M Sell
387,049
-1,338
-0.3% -$342K 1.95% 19
2022
Q2 		$98.9M Buy
388,387
+22,932
+6% +$5.82M 2.13% 20
2022
Q1 		$99.5M Buy
365,455
+22,131
+6% +$6.66M 1.91% 19
2021
Q4 		$127M Buy
343,324
+36,050
+12% +$12.2M 2.39% 18
2021
Q3 		$92.2M Buy
307,274
+29,059
+10% +$9.49M 2.15% 17
2021
Q2 		$88.5M Buy
278,215
+30,858
+12% +$9.36M 2.37% 17
2021
Q1 		$71.9M Buy
247,357
+40,489
+20% +$11.1M 2.5% 16
2020
Q4 		$55.1M Buy
206,868
+34,780
+20% +$8.37M 2.4% 16
2020
Q3 		$37.6M Buy
172,088
+44,113
+34% +$9.08M 2.15% 15
2020
Q2 		$24.1M Buy
127,975
+22,100
+21% +$3.95M 2.1% 16
2020
Q1 		$16.9M Buy
105,875
+18,753
+22% +$3.62M 2.23% 16
2019
Q4 		$18M Buy
+87,122
New +$16.9M 2.44% 16

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mirova US's EL Position: Q1 2024 in Review

Mirova US sold out of Estee Lauder (EL) in Q1 2024, closing a stake of 674,940 shares — an estimated $98.7M sold.

Mirova US first reported a position in EL in Q4 2019 and held it in 17 quarters. The position peaked at $128M in Q2 2023. 1,058 funds tracked by Wall St. Rank hold EL as of Q1 2024.

  • Mirova US reported no remaining Estee Lauder position as of Q1 2024 after selling out during the quarter.
  • Mirova US sold 674,940 Estee Lauder shares in Q1 2024, an estimated $98.7M.
  • Mirova US first reported a position in Estee Lauder in Q4 2019 and held it in 17 quarters.
  • Mirova US's Estee Lauder position peaked at $128M in Q2 2023.
  • 1,058 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2024.

Based on Mirova US's 13F filing for Q1 2024, filed 9 May 2024.