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Rational Advisors’s Estee Lauder EL Stock Holding History

Rational Advisors’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
-7,800
Closed -$1.92M – 283
2023
Q1 		$1.92M Buy
7,800
+1,500
+24% +$381K 0.16% 59
2022
Q4 		$1.56M Sell
6,300
-2,700
-30% -$603K 0.13% 57
2022
Q3 		$1.94M Sell
9,000
-1,500
-14% -$383K 0.15% 49
2022
Q2 		$2.67M Buy
10,500
+300
+3% +$76.1K 0.19% 36
2022
Q1 		$2.78M Buy
10,200
+3,700
+57% +$1.11M 0.16% 49
2021
Q4 		$2.41M Buy
+6,500
New +$2.21M 0.15% 53
2020
Q4 		– Sell
-58
Closed -$13K – 325
2020
Q3 		$13K Sell
58
-207
-78% -$42.6K 0.01% 257
2020
Q2 		$50K Sell
265
-3,080
-92% -$550K 0.03% 188
2020
Q1 		$533K Sell
3,345
-163
-5% -$31.5K 0.39% 73
2019
Q4 		$725K Sell
3,508
-600
-15% -$117K 0.34% 82
2019
Q3 		$817K Sell
4,108
-12,195
-75% -$2.33M 0.32% 103
2019
Q2 		$2.98M Buy
16,303
+7,050
+76% +$1.2M 1.06% 11
2019
Q1 		$1.53M Buy
9,253
+9,222
+29,748% +$1.35M 0.41% 85
2018
Q4 		$4K Sell
31
-4,360
-99% -$592K ﹤0.01% 437
2018
Q3 		$638K Buy
4,391
+4,154
+1,753% +$577K 0.15% 139
2018
Q2 		$34K Sell
237
-2,556
-92% -$378K 0.02% 289
2018
Q1 		$418K Buy
+2,793
New +$387K 0.2% 155
2015
Q3 		$4K Hold
54
– – ﹤0.01% 428
2015
Q2 		$5K Hold
54
– – ﹤0.01% 425
2015
Q1 		$4K Sell
54
-36
-40% -$2.83K ﹤0.01% 442
2014
Q4 		$7K Buy
+90
New +$6.65K ﹤0.01% 476
2013
Q4 		$10K Sell
135
-9
-6% -$652 ﹤0.01% 806
2013
Q3 		$10K Hold
144
– – ﹤0.01% 829
2013
Q2 		$9K Buy
+144
New +$9.82K ﹤0.01% 839

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rational Advisors's EL Position: Q2 2023 in Review

Rational Advisors sold out of Estee Lauder (EL) in Q2 2023, closing a stake of 7,800 shares — an estimated $1.92M sold.

Rational Advisors first reported a position in EL in Q2 2013 and held it in 24 quarters. The position peaked at $2.98M in Q2 2019. 1,129 funds tracked by Wall St. Rank hold EL as of Q2 2023.

  • Rational Advisors reported no remaining Estee Lauder position as of Q2 2023 after selling out during the quarter.
  • Rational Advisors sold 7,800 Estee Lauder shares in Q2 2023, an estimated $1.92M.
  • Rational Advisors first reported a position in Estee Lauder in Q2 2013 and held it in 24 quarters.
  • Rational Advisors's Estee Lauder position peaked at $2.98M in Q2 2019.
  • 1,129 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2023.

Based on Rational Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.