Peak Asset Management’s Estee Lauder EL Stock Holding History

Peak Asset 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 Q3	–	Sell	-1,075	Closed	-$211K	–	138
2023 Q2	$211K	Hold	1,075	–	–	0.05%	132
2023 Q1	$265K	Hold	1,075	–	–	0.06%	129
2022 Q4	$267K	Hold	1,075	–	–	0.07%	117
2022 Q3	$232K	Hold	1,075	–	–	0.07%	123
2022 Q2	$274K	Hold	1,075	–	–	0.07%	113
2022 Q1	$293K	Hold	1,075	–	–	0.07%	112
2021 Q4	$398K	Hold	1,075	–	–	0.09%	100
2021 Q3	$322K	Sell	1,075 -581	-35%	-$190K	0.08%	111
2021 Q2	$527K	Hold	1,656	–	–	0.13%	91
2021 Q1	$482K	Hold	1,656	–	–	0.12%	103
2020 Q4	$441K	Hold	1,656	–	–	0.12%	98
2020 Q3	$361K	Hold	1,656	–	–	0.11%	97
2020 Q2	$312K	Hold	1,656	–	–	0.1%	95
2020 Q1	$264K	Buy	+1,656	New	+$320K	0.1%	89
2018 Q2	–	Sell	-1,371	Closed	-$205K	–	130
2018 Q1	$205K	Buy	+1,371	New	+$190K	0.08%	123

Other funds holding EL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peak Asset Management's EL Position: Q3 2023 in Review

Peak Asset Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 1,075 shares — an estimated $211K sold.

Peak Asset Management first reported a position in EL in Q1 2018 and held it in 15 quarters. The position peaked at $527K in Q2 2021. 1,034 funds tracked by Wall St. Rank hold EL as of Q3 2023.

Peak Asset Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
Peak Asset Management sold 1,075 Estee Lauder shares in Q3 2023, an estimated $211K.
Peak Asset Management first reported a position in Estee Lauder in Q1 2018 and held it in 15 quarters.
Peak Asset Management's Estee Lauder position peaked at $527K in Q2 2021.
1,034 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Peak Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.