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Newfound Research’s Estee Lauder EL Stock Holding History

Newfound Research’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
-389
Closed -$106K – 138
2022
Q1 		$106K Buy
389
+25
+7% +$7.52K 0.14% 97
2021
Q4 		$135K Buy
364
+184
+102% +$62.5K 0.16% 65
2021
Q3 		$54K Buy
180
+34
+23% +$11.1K 0.09% 121
2021
Q2 		$46K Sell
146
-92
-39% -$27.9K 0.09% 107
2021
Q1 		$69K Sell
238
-290
-55% -$79.4K 0.16% 74
2020
Q4 		$141K Buy
+528
New +$127K 0.36% 11

Other funds holding EL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newfound Research's EL Position: Q2 2022 in Review

Newfound Research sold out of Estee Lauder (EL) in Q2 2022, closing a stake of 389 shares — an estimated $106K sold.

Newfound Research first reported a position in EL in Q4 2020 and held it in 6 quarters. The position peaked at $141K in Q4 2020. 1,155 funds tracked by Wall St. Rank hold EL as of Q2 2022.

  • Newfound Research reported no remaining Estee Lauder position as of Q2 2022 after selling out during the quarter.
  • Newfound Research sold 389 Estee Lauder shares in Q2 2022, an estimated $106K.
  • Newfound Research first reported a position in Estee Lauder in Q4 2020 and held it in 6 quarters.
  • Newfound Research's Estee Lauder position peaked at $141K in Q4 2020.
  • 1,155 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.