Polar Asset Management Partners’s Estee Lauder EL Stock Holding History

Polar Asset Management Partners’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 Q2	–	Sell	-34,600	Closed	-$8.53M	–	996
2023 Q1	$8.53M	Buy	34,600 +11,800	+52%	+$3M	0.13%	211
2022 Q4	$5.66M	Buy	+22,800	New	+$5.09M	0.07%	392
2021 Q4	–	Sell	-1,745	Closed	-$523K	–	1360
2021 Q3	$523K	Buy	+1,745	New	+$570K	0.01%	829
2021 Q2	–	Sell	-805	Closed	-$234K	–	1168
2021 Q1	$234K	Buy	+805	New	+$220K	﹤0.01%	760

Other funds holding EL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polar Asset Management Partners's EL Position: Q2 2023 in Review

Polar Asset Management Partners sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 34,600 shares — an estimated $8.53M sold.

Polar Asset Management Partners first reported a position in EL in Q1 2021 and held it in 4 quarters. The position peaked at $8.53M in Q1 2023. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

Polar Asset Management Partners reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
Polar Asset Management Partners sold 34,600 Estee Lauder shares in Q2 2023, an estimated $8.53M.
Polar Asset Management Partners first reported a position in Estee Lauder in Q1 2021 and held it in 4 quarters.
Polar Asset Management Partners's Estee Lauder position peaked at $8.53M in Q1 2023.
1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Polar Asset Management Partners's 13F filing for Q2 2023, filed 14 Aug 2023.