QIM
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Quest Investment Management’s Estee Lauder EL Stock Holding History

Quest Investment 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
-6,788
Closed -$1.33M – 90
2023
Q2 		$1.33M Sell
6,788
-593
-8% -$126K 0.18% 71
2023
Q1 		$1.82M Buy
+7,381
New +$1.88M 0.25% 63
2018
Q1 		– Sell
-24,148
Closed -$3.07M – 109
2017
Q4 		$3.07M Sell
24,148
-14,282
-37% -$1.72M 0.45% 49
2017
Q3 		$4.14M Sell
38,430
-20,562
-35% -$2.11M 0.53% 61
2017
Q2 		$5.66M Buy
58,992
+50,312
+580% +$4.62M 0.75% 49
2017
Q1 		$736K Sell
8,680
-71,569
-89% -$5.91M 0.1% 77
2016
Q4 		$6.14M Buy
80,249
+10,635
+15% +$865K 0.78% 49
2016
Q3 		$6.17M Buy
69,614
+2,926
+4% +$267K 0.81% 48
2016
Q2 		$6.07M Buy
66,688
+662
+1% +$61.8K 0.83% 48
2016
Q1 		$6.23M Sell
66,026
-4,308
-6% -$384K 0.86% 49
2015
Q4 		$6.19M Sell
70,334
-11,627
-14% -$990K 0.84% 49
2015
Q3 		$6.61M Buy
81,961
+10,913
+15% +$914K 0.93% 46
2015
Q2 		$6.16M Buy
71,048
+9,084
+15% +$784K 0.87% 49
2015
Q1 		$5.15M Sell
61,964
-25,748
-29% -$2.03M 0.7% 63
2014
Q4 		$6.68M Sell
87,712
-8,751
-9% -$646K 0.79% 58
2014
Q3 		$7.21M Sell
96,463
-6,329
-6% -$476K 0.76% 74
2014
Q2 		$7.63M Sell
102,792
-82,704
-45% -$6.08M 0.75% 59
2014
Q1 		$12.4M Sell
185,496
-20,080
-10% -$1.4M 1.16% 36
2013
Q4 		$15.5M Sell
205,576
-17,758
-8% -$1.29M 1.34% 28
2013
Q3 		$15.6M Sell
223,334
-11,845
-5% -$802K 1.34% 23
2013
Q2 		$15.5M Buy
+235,179
New +$16M 1.17% 39

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quest Investment Management's EL Position: Q3 2023 in Review

Quest Investment Management sold out of Estee Lauder (EL) in Q3 2023, closing a stake of 6,788 shares — an estimated $1.33M sold.

Quest Investment Management first reported a position in EL in Q2 2013 and held it in 21 quarters. The position peaked at $15.6M in Q3 2013. 1,033 funds tracked by Wall St. Rank hold EL as of Q3 2023.

  • Quest Investment Management reported no remaining Estee Lauder position as of Q3 2023 after selling out during the quarter.
  • Quest Investment Management sold 6,788 Estee Lauder shares in Q3 2023, an estimated $1.33M.
  • Quest Investment Management first reported a position in Estee Lauder in Q2 2013 and held it in 21 quarters.
  • Quest Investment Management's Estee Lauder position peaked at $15.6M in Q3 2013.
  • 1,033 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2023.

Based on Quest Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.