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Mount Lucas Management’s Estee Lauder EL Stock Holding History

Mount Lucas 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
2022
Q2 		– Sell
-5,931
Closed -$1.61M – 103
2022
Q1 		$1.61M Sell
5,931
-515
-8% -$155K 0.47% 63
2021
Q4 		$2.39M Sell
6,446
-247
-4% -$83.8K 0.68% 63
2021
Q3 		$2.01M Sell
6,693
-510
-7% -$167K 0.61% 63
2021
Q2 		$2.29M Buy
+7,203
New +$2.18M 0.61% 56

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Lucas Management's EL Position: Q2 2022 in Review

Mount Lucas Management sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 5,931 shares — an estimated $1.61M sold.

Mount Lucas Management first reported a position in EL in Q2 2021 and held it in 4 quarters. The position peaked at $2.39M in Q4 2021. 1,154 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Mount Lucas Management reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Mount Lucas Management sold 5,931 Estee Lauder shares in Q2 2022, an estimated $1.61M.
  • Mount Lucas Management first reported a position in Estee Lauder in Q2 2021 and held it in 4 quarters.
  • Mount Lucas Management's Estee Lauder position peaked at $2.39M in Q4 2021.
  • 1,154 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.