Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Polen Capital Management’s
Estee Lauder
EL
Stock Holding History
Polen Capital 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
Q4
–
Sell
-135,734
Closed
-$19.6M
–
109
2023
Q3
$19.6M
Buy
135,734
+8,494
+7%
+$1.42M
0.05%
42
2023
Q2
$25M
Buy
127,240
+6,788
+6%
+$1.44M
0.06%
37
2023
Q1
$29.7M
Sell
120,452
-3,710
-3%
-$943K
0.08%
35
2022
Q4
$30.8M
Buy
+124,162
New
+$27.7M
0.09%
36
2021
Q4
–
Sell
-2,707
Closed
-$812K
–
93
2021
Q3
$812K
Sell
2,707
-165,490
-98%
-$54.1M
﹤0.01%
81
2021
Q2
$53.5M
Buy
168,197
+5,356
+3%
+$1.62M
0.1%
31
2021
Q1
$47.4M
Buy
162,841
+229
+0.1%
+$62.7K
0.11%
31
2020
Q4
$43.3M
Sell
162,612
-6,068
-4%
-$1.46M
0.1%
33
2020
Q3
$36.8M
Buy
+168,680
New
+$34.7M
0.1%
32
Other funds holding EL
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close